Unclaimed
Robert Krumholz is an investment advisor who has been in the industry for over 3 years. Robert is registered with Allstate Financial Services, LLC, a financial firm that is based in Huntington, NY. Robert is a registered representative in New York, New Jersey and Massachusetts. He holds the Series 63, Series 6TO, and SIE licenses.
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.
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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2
NY
11/30/2020 - Present
Allstate Financial Services, LLC (HUNTINGTON NY)
BC
Issued 12/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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