linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael David Bulzoni

Allstate Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael David Bulzoni

Michael Bulzoni is a financial professional with over 24 years of experience in the financial services industry. Michael has a Series 6, Series 63, and Series 65 licenses. Michael is currently registered with Allstate Financial Services, LLC, and has been with the firm since June 2014. Previously, Michael worked at Quest Capital Strategies, Inc. in Laguna Hills, CA, USALLIANZ SECURITIES, INC. in Minneapolis, MN, Capital Brokerage Corporation in Glen Allen, VA, 1717 Capital Management Company in Newark, DE, and American Classic Securities, Inc. in Ponte Vedra, FL. Michael is registered in Florida, New Jersey, and Pennsylvania.

Firm Information

Michael Bulzoni 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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Bulzoni’s Registration & Firm History

PA

06/23/2014 - Present

Allstate Financial Services, LLC (OLD FORGE PA)

CA

01/01/2004 - 05/09/2014

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

MN

02/08/2000 - 12/31/2001

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

VA

01/04/1999 - 12/31/1999

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

DE

08/06/1997 - 12/31/1998

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

FL

12/02/1994 - 11/22/1995

AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)

Not sure if Michael David Bulzoni is right for you?

Licenses & Designations

IA

Issued 03/05/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/01/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael David Bulzoni.
Not sure if Michael David Bulzoni is right for you?