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Robert Charles Stead

Allstate Financial Services, LLC

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About Robert Charles Stead

Robert Stead is a financial professional with over 25 years of experience in the industry. Robert is currently registered with Allstate Financial Services, LLC, and holds Series 6 and 63 licenses as well as the Securities Industry Essentials Examination. Previously, Robert was registered with FRANKLIN FINANCIAL SERVICES CORPORATION and PRUCO SECURITIES CORPORATION. Robert is licensed in Pennsylvania.

Firm Information

Robert Stead 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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Robert Stead’s Registration & Firm History

PA

03/29/2001 - Present

Allstate Financial Services, LLC (WEST GROVE PA)

NA

02/01/1993 - 12/14/1993

FRANKLIN FINANCIAL SERVICES CORPORATION

NA

03/16/1987 - 02/05/1991

PRUCO SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 07/02/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Charles Stead.
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