Unclaimed
Joe Colvin is a financial professional with over 30 years of experience in the financial services industry. Joe is currently registered with Allstate Financial Services, LLC in Alabama, Georgia and Missouri. Joe has held previous positions with PRIMEVEST FINANCIAL SERVICES, INC. and PRINCOR FINANCIAL SERVICES CORPORATION. Joe's credentials include the Series 6, Series 63, and SIE exams.
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.
1
2
AL
10/02/2012 - Present
Allstate Financial Services, LLC (ALEXANDER CITY AL)
AL
03/03/2010 - 07/31/2012
PRIMEVEST FINANCIAL SERVICES, INC. (TUSKEGEE AL)
AL
02/17/2009 - 03/11/2010
PRINCOR FINANCIAL SERVICES CORPORATION (MONTGOMERY AL)
AL
05/06/1985 - 02/26/2009
PRUCO SECURITIES, LLC. (MONTGOMERY AL)
BC
Issued 05/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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