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Robert Russell Moran

Allstate Financial Services, LLC

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About Robert Russell Moran

Robert Moran is a financial advisor with over 17 years of experience in the industry. Robert is currently registered with Allstate Financial Services, LLC and has been with the firm since 2009. Robert is licensed to provide financial advice in Florida, Louisiana, North Carolina, Oklahoma, and Texas. Prior to joining Allstate Financial Services, LLC, Robert was employed by PFS INVESTMENTS INC. in Pantego, Texas.

Firm Information

Robert Moran 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 Moran’s Registration & Firm History

TX

08/17/2009 - Present

Allstate Financial Services, LLC (BEDFORD TX)

TX

09/28/2005 - 07/15/2009

PFS INVESTMENTS INC. (PANTEGO TX)

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Licenses & Designations

BC

Issued 10/05/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2005

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 Russell Moran.
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