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Susan Nancy Peck

Allstate Financial Advisors, LLC

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About Susan Nancy Peck

Susan Peck is a financial advisor with Allstate Financial Advisors, LLC in Lincoln, NE. Susan has over 30 years of experience in the financial industry. Susan is registered with FINRA and the State of Colorado to provide investment advice. Susan also holds Series 4, 7, 9, 10, 14, 24, 63 and 65 licenses.

Firm Information

Susan Peck is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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.

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selection of other advisors

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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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other

Third party advisory fees

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Susan Peck’s Registration & Firm History

NE

05/16/2024 - Present

Allstate Financial Advisors, LLC (Lincoln NE)

MO

09/14/1999 - 03/28/2001

FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)

FL

06/14/2000 - 01/02/2001

JWGENESIS SECURITIES, INC. (BOCA RATON FL)

FL

01/04/1999 - 01/02/2001

JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)

CO

12/03/1990 - 01/04/1999

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

CO

07/19/1988 - 11/30/1990

THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)

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Licenses & Designations

IA

Issued 05/13/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/06/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2000

Series 14 - Compliance Officer Examination

BC

Issued 01/06/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/25/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/28/1999

Series 4 - Registered Options Principal Examination

BC

Issued 10/24/1988

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Nancy Peck.
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