Invested Better
Unclaimed

Unclaimed

Unclaimed

John Gerard O'Malley

Allstate Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Gerard O'Malley

John Gerard O'Malley is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with Allstate Financial Services, LLC and has been with the firm since August 2001. John has previously worked with several other firms, including Vista Financial Services Corporation, NYLife Securities Inc. and Aetna Life Insurance and Annuity Company. John is licensed to provide financial advice in Ohio and Pennsylvania. He holds a Series 6 and a Series 63 license. John has extensive experience helping clients with their financial needs.

Firm Information

John O'Malley 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John O'Malley’s Registration & Firm History

PA

08/21/2001 - Present

Allstate Financial Services, LLC (Hermitage PA)

OH

04/28/1999 - 09/12/2001

VISTA FINANCIAL SERVICES CORPORATION (HUDSON OH)

NY

04/27/1993 - 06/09/1998

NYLIFE SECURITIES INC. (NEW YORK NY)

CT

09/07/1989 - 01/22/1992

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

NA

01/26/1988 - 01/04/1989

CARILLON INVESTMENTS, INC.

NA

02/15/1984 - 12/21/1987

AMEV INVESTORS, INC.

Not sure if John Gerard O'Malley is right for you?

Licenses & Designations

BC

Issued 05/08/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 8 public disclosures for John Gerard O'Malley. Review regulatory record here.
Not sure if John Gerard O'Malley is right for you?