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Manuel Tristan

Allstate Financial Services, LLC

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About Manuel Tristan

Manuel Tristan is a registered representative and investment advisor representative with Allstate Financial Services, LLC in Dallas, TX. Manuel has been in the financial services industry since February 10, 2001. Prior to joining Allstate Financial Services, LLC, Manuel was employed by Princor Financial Services Corporation, ING Financial Advisors, LLC and Fidelity Investments Institutional Services Company, Inc. Manuel has a strong background in the securities industry and has a proven track record of success. Manuel is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Manuel Tristan 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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Manuel Tristan’s Registration & Firm History

TX

06/10/2014 - Present

Allstate Financial Services, LLC (DALLAS TX)

TX

07/25/2005 - 05/12/2014

PRINCOR FINANCIAL SERVICES CORPORATION (ADDISON TX)

CT

02/17/2003 - 07/26/2005

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

RI

11/08/1995 - 12/10/1997

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 11/03/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2005

Series 7 - General Securities Representative Examination

BC

Issued 02/14/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Manuel Tristan.
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