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Tricia Lynn Jefferson

Allstate Financial Services, LLC

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About Tricia Lynn Jefferson

Tricia Lynn Jefferson is a financial professional with experience in the securities industry. Tricia Jefferson is a registered representative of Allstate Financial Services, LLC. Tricia Jefferson has passed several securities exams, including the Series 6, Series 26, Series 51, and the Securities Industry Essentials Examination. Tricia Jefferson's current employment began on 9/29/2014.

Firm Information

Tricia Jefferson 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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Tricia Jefferson’s Registration & Firm History

NE

09/29/2014 - Present

Allstate Financial Services, LLC (Lincoln NE)

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Licenses & Designations

BC

Issued 02/27/2015

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 11/19/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tricia Lynn Jefferson.
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