Unclaimed
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.
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.
1
2
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
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
Active
Inactive
F
FINRA
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