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Jose Ramon Bernal

Allstate Financial Services, LLC

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About Jose Ramon Bernal

Jose Ramon Bernal is a financial professional registered in Maryland. He is affiliated with Allstate Financial Services, LLC, and has been in the industry since 2009. His registration began on 3/20/2009 and has been active since then. Jose has successfully completed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. He is currently employed with Allstate Financial Services, LLC. He has branch office locations in Hyattsville, MD and Gaithersburg, MD.

Firm Information

Jose Bernal 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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Jose Bernal’s Registration & Firm History

MD

03/20/2009 - Present

Allstate Financial Services, LLC (HYATTSVILLE MD)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jose Ramon Bernal.
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