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Joshua Menece Mercer

Allstate Financial Services, LLC

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About Joshua Menece Mercer

Joshua Mercer is a financial professional with over 10 years of experience in the financial services industry. Joshua Mercer holds a Series 6 and Series 63 license and is registered with Allstate Financial Services, LLC. Previously, Joshua Mercer was also associated with BANC ONE SECURITIES CORPORATION and SCUDDER DISTRIBUTORS, INC.

Firm Information

Joshua Mercer 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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Joshua Mercer’s Registration & Firm History

IL

07/02/2013 - Present

Allstate Financial Services, LLC (Chicago IL)

IL

02/22/2005 - 03/01/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

IL

03/03/2004 - 05/20/2004

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 02/06/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Menece Mercer.
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