Unclaimed
Keith Doakes is a financial advisor who has been in the industry since 1994. He has a Series 6 and Series 63 license and is registered with Allstate Financial Services, LLC. Keith holds the SIE designation as well. He is currently registered in California. Keith has worked for Allstate Financial Services since 1999 and previously worked for NYLIFE SECURITIES INC.
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.
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2
CA
12/01/1999 - Present
Allstate Financial Services, LLC (Riverside CA)
NY
07/16/1986 - 11/21/1991
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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