Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Utley is a financial advisor with Allstate Financial Services, LLC. Jeffrey has been in the financial services industry since 2001. Jeffrey holds the Series 6, 7, 24, 26, and 63 licenses. He is registered in California and Arizona. Jeffrey has experience with Northwestern Mutual Investment Services, LLC, Hornor, Townsend & Kent, LLC, Park Avenue Securities LLC, and MML Investors Services, LLC.
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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CA
04/08/2021 - Present
Allstate Financial Services, LLC (Rocklin CA)
CA
07/30/2019 - 03/04/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Roseville CA)
CA
12/05/2018 - 06/28/2019
HORNOR, TOWNSEND & KENT, LLC (REDWOOD SHORES CA)
CA
03/15/2017 - 09/19/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Roseville CA)
CA
05/17/2013 - 03/03/2017
PARK AVENUE SECURITIES LLC (ROSEVILLE CA)
CA
08/13/2009 - 04/19/2013
MML INVESTORS SERVICES, LLC (ROSEVILLE CA)
CA
12/18/2000 - 07/28/2009
NYLIFE SECURITIES LLC (ROSEVILLE CA)
BC
Issued 10/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2012
Series 24 - General Securities Principal Examination
BC
Issued 07/12/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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