Unclaimed
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.
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
MD
03/20/2009 - Present
Allstate Financial Services, LLC (HYATTSVILLE MD)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jose Bernal is the right advisor for you? Invested Better is here to help.