Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Simpson is a financial advisor who has been active in the financial services industry since 2021. Whitney is registered with the state of South Carolina and is currently employed by Allstate Financial Services, LLC. Whitney is also registered in North Carolina and Washington. Whitney holds a Series 63, Series 6TO, and SIE license.
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.
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SC
09/04/2021 - Present
Allstate Financial Services, LLC (Greenville SC)
BC
Issued 08/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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