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Jeffrey Michale Serafine

Allstate Financial Services, LLC

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About Jeffrey Michale Serafine

Jeffrey Michale Serafine is a financial professional registered with Allstate Financial Services, LLC. Jeffrey has been in the financial industry since 2015. Jeffrey is registered in California, and holds Series 6, Series 63, and SIE licenses.

Firm Information

Jeffrey Serafine is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jeffrey Serafine’s Registration & Firm History

CA

03/04/2024 - Present

Allstate Financial Services, LLC (LIVERMORE CA)

CA

11/13/2023 - 02/05/2024

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

CA

02/04/2021 - 11/13/2023

ALLSTATE FINANCIAL SERVICES, LLC (Porter Ranch CA)

CA

07/20/2020 - 02/02/2021

PARK AVENUE SECURITIES LLC (Irvine CA)

CA

11/24/2015 - 07/24/2020

ALLSTATE FINANCIAL SERVICES, LLC (Santa Clarita CA)

CA

05/09/2015 - 11/11/2015

NYLIFE SECURITIES LLC (GLENDALE CA)

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Licenses & Designations

BC

Issued 06/02/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jeffrey Michale Serafine. Review regulatory record here.
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