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Tamone Phengrasamee

Allstate Financial Services, LLC

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About Tamone Phengrasamee

Tamone Phengrasamee is a financial professional with over 25 years of experience in the industry. Tamone currently works with Allstate Financial Services, LLC and is registered with FINRA and the states of Arizona, California, Florida, Nevada, South Carolina, Texas, Utah, and Washington. Tamone is a Series 6, Series 26, and Series 63 licensed representative.

Firm Information

Tamone Phengrasamee 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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Tamone Phengrasamee’s Registration & Firm History

CA

06/06/2011 - Present

Allstate Financial Services, LLC (La Vern CA)

CA

03/24/1997 - 05/20/2011

PFS INVESTMENTS INC. (RIVERSIDE CA)

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Licenses & Designations

BC

Issued 12/18/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/25/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Tamone Phengrasamee. Review regulatory record here.
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