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Rosemary Kellner

Allstate Financial Services, LLC

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About Rosemary Kellner

Rosemary Kellner is a registered representative with Allstate Financial Services, LLC, a brokerage firm. Rosemary has been in the financial services industry since 1999. She holds Series 6, 7, 8, and 63 securities licenses. Rosemary has been registered with Allstate Financial Services, LLC since 2009. Previously, Rosemary held registrations with Quick & Reilly, Inc. and Fleet Brokerage Securities, Inc. Rosemary is registered to provide investment advice in New Jersey, New York, Pennsylvania and Virginia.

Firm Information

Rosemary Kellner 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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Rosemary Kellner’s Registration & Firm History

NJ

08/14/2009 - Present

Allstate Financial Services, LLC (BAYONNE NJ)

NY

10/11/2000 - 12/31/2001

QUICK & REILLY, INC. (NEW YORK NY)

NY

02/14/1998 - 01/11/1999

QUICK & REILLY, INC. (NEW YORK NY)

NY

08/10/1990 - 02/14/1998

FLEET BROKERAGE SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/17/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/09/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rosemary Kellner.
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