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Stephen Paul Skurka

Allstate Financial Services, LLC

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About Stephen Paul Skurka

Stephen Skurka is a financial professional with over 25 years of experience in the financial services industry. Stephen is currently registered with Allstate Financial Services, LLC and has previously held positions at U.S. BANCORP PIPER JAFFRAY INC., A. G. EDWARDS & SONS, INC., PRUDENTIAL SECURITIES INCORPORATED, SMITH BARNEY INC., and LEHMAN BROTHERS INC. Stephen holds the Series 6, 7, 63, and SIE licenses. Stephen is registered in five states including California, Hawaii, Idaho, Oregon and Washington.

Firm Information

Stephen Skurka 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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Stephen Skurka’s Registration & Firm History

WA

06/08/2007 - Present

Allstate Financial Services, LLC (KENNEWICK WA)

MN

08/02/2000 - 12/02/2002

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

MO

01/16/1997 - 08/08/2000

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

07/13/1994 - 01/21/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

07/31/1993 - 08/01/1994

SMITH BARNEY INC. (NEW YORK NY)

NY

01/30/1992 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/19/2007

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/20/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/21/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stephen Paul Skurka. Review regulatory record here.
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