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John Michael Curbo

Allstate Financial Services, LLC

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About John Michael Curbo

John Michael Curbo is a financial professional with over 13 years of experience in the industry. John is currently registered with Allstate Financial Services, LLC and holds Series 63, 66, 7, SIE, and 6TO licenses. John is a licensed professional in Oklahoma. Prior to joining Allstate Financial Services, LLC, John held positions at Southern Farm Bureau Fund Distributor, Inc. and Waddell & Reed, Inc.

Firm Information

John Curbo 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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John Curbo’s Registration & Firm History

OK

03/04/2024 - Present

Allstate Financial Services, LLC (Tulsa OK)

MS

09/11/2009 - 12/31/2009

SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)

TX

07/19/2006 - 07/16/2009

WADDELL & REED, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 03/04/2024

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/31/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/02/2024

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Michael Curbo.
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