Unclaimed
Katherine Valek is a financial professional who has been in the industry since March 2002. Katherine holds licenses in Illinois and is currently registered with Allstate Financial Services, LLC. Katherine has passed Series 6, Series 63 and the SIE exams. Katherine has over 20 years of experience in the financial services industry.
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
IL
03/21/2002 - Present
Allstate Financial Services, LLC (CHICAGO IL)
BC
Issued 03/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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