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Michael Scott Zolna

Allstate Financial Services, LLC

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About Michael Scott Zolna

Michael Scott Zolna is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Allstate Financial Services, LLC and holds Series 6, 7, and 63 licenses, as well as the SIE exam. Michael has experience working with clients in a variety of roles at firms like ALFS, INC., Allstate Distributors, L.L.C., AFD, INC., and COVA LIFE SALES COMPANY.

Firm Information

Michael Zolna 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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Michael Zolna’s Registration & Firm History

NE

08/18/2018 - Present

Allstate Financial Services, LLC (Lincoln NE)

IL

09/16/2008 - 03/25/2009

ALFS, INC. (NORTHBROOK IL)

IL

10/04/2002 - 09/16/2008

ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)

IL

01/10/2001 - 10/04/2002

AFD, INC. (NORTHBROOK IL)

IL

11/06/2000 - 01/02/2001

COVA LIFE SALES COMPANY (OAKBROOK TERRACE IL)

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Licenses & Designations

BC

Issued 02/01/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2018

Series 7 - General Securities Representative Examination

BC

Issued 11/03/2000

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 Scott Zolna.
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