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Kelly Jo Freschi

Allstate Financial Services, LLC

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About Kelly Jo Freschi

Kelly Freschi is a financial professional with over eight years of experience in the industry. Kelly is registered with Allstate Financial Services, LLC in Illinois and Alabama and holds Series 6 and 63 licenses as well as the SIE exam. Kelly's primary focus is on helping individuals navigate the complexities of the financial world, building a strong foundation for their future.

Firm Information

Kelly Freschi 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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Kelly Freschi’s Registration & Firm History

IL

09/21/2015 - Present

Allstate Financial Services, LLC (La Salle IL)

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Licenses & Designations

BC

Issued 10/06/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Jo Freschi.
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