Unclaimed
Sean Mertz is a financial professional with over 9 years of experience in the industry. Sean is registered with the state of Texas and is currently employed with Allstate Financial Services, LLC. Sean is licensed to sell securities products including Investment Company Products/Variable Contracts and is a Series 63 license holder.
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
TX
08/28/2013 - Present
Allstate Financial Services, LLC (HUMBLE TX)
BC
Issued 11/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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