Unclaimed
John Cleveland is a financial professional with over 20 years of experience in the financial services industry. John is currently registered with Allstate Financial Services, LLC and holds licenses in 10 states. John's background includes previous roles at Valic Financial Advisors, Inc., Investcorp, Inc. and American Express Financial Advisors Inc..
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
NV
09/01/2005 - Present
Allstate Financial Services, LLC (HENDERSON NV)
TX
09/30/2002 - 09/01/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
FL
07/13/2001 - 10/01/2002
INVESTACORP, INC. (MIAMI FL)
MN
07/20/2000 - 06/04/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/20/2000 - 06/04/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Cleveland is the right advisor for you? Invested Better is here to help.