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Kennister Ulesley Daley

Allstate Financial Services, LLC

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About Kennister Ulesley Daley

Kennister Daley is a financial professional with over 30 years of experience in the industry. Currently, Kennister is registered with Allstate Financial Services, LLC in Lake Worth, Florida. Kennister has a proven track record of success working with clients in Florida, Georgia and New Jersey. Prior to Allstate Financial Services, LLC, Kennister has held positions at Dawson James Securities, Inc., Newbridge Securities Corporation, National Securities Corporation, Sterling Financial Investment Group, Inc., Joseph Charles & Assoc., Inc., Barber & Bronson Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Rosenkrantz Lyon & Ross Incorporated, Kimbridge & Co., Inc. and The David-Maxwell Company, Inc. Kennister has a comprehensive understanding of the financial markets and is committed to providing clients with personalized financial advice and guidance.

Firm Information

Kennister Daley 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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Kennister Daley’s Registration & Firm History

FL

03/29/2016 - Present

Allstate Financial Services, LLC (Lake Worth FL)

FL

05/19/2014 - 03/29/2016

DAWSON JAMES SECURITIES, INC. (BOCA RATON FL)

FL

08/08/2002 - 05/19/2014

NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)

FL

01/02/2001 - 08/14/2002

NATIONAL SECURITIES CORPORATION (BOCA RATON FL)

FL

11/20/2000 - 01/09/2001

STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)

FL

10/06/1997 - 11/20/2000

JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)

FL

01/04/1993 - 10/30/1998

BARBER & BRONSON INCORPORATED (MIAMI FL)

NY

12/24/1990 - 01/15/1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

03/08/1990 - 01/02/1991

ROSENKRANTZ LYON & ROSS INCORPORATED (NEW YORK NY)

NA

10/06/1988 - 03/22/1990

KIMBRIDGE & CO., INC.

NA

02/23/1988 - 10/20/1988

THE DAVID-MAXWELL COMPANY, INC.

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Licenses & Designations

IA

Issued 01/24/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Kennister Ulesley Daley. Review regulatory record here.
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