Unclaimed
Joseph Moncello is a registered representative with Allstate Financial Services, LLC in Blue Point, New York. Joseph has been in the industry since 2001 and holds the Series 6, Series 63, and SIE licenses. Joseph is currently registered with the state of New York.
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
NY
04/14/2023 - Present
Allstate Financial Services, LLC (Blue Point NY)
NY
11/07/2008 - 09/23/2021
ALLSTATE FINANCIAL SERVICES, LLC (BLUE POINT NY)
NY
05/31/2001 - 08/27/2007
ALLSTATE FINANCIAL SERVICES, LLC (BLUE POINT NY)
BC
Issued 04/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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