Unclaimed
Jeffrey Duncan is a financial professional in Kalamazoo, Michigan. He is a registered representative of Allstate Financial Services, LLC, which is a firm that is not currently registered as an investment adviser. Jeffrey Duncan has been in the financial industry since September 25, 2008. He has passed the Series 63, Series 6, and SIE exams. Jeffrey Duncan is registered in Michigan.
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.
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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MI
03/11/2010 - Present
Allstate Financial Services, LLC (Kalamazoo MI)
IL
02/19/2008 - 08/03/2009
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 02/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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