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William Arthur Grodman

Allstate Financial Services, LLC

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About William Arthur Grodman

William Arthur Grodman is a financial professional with over 20 years of experience in the industry. He currently holds a Series 6, 7, 24, 51 and 63 license. William is registered with Allstate Financial Services, LLC in Tampa, Florida. He is also registered with the states of Florida and Georgia.

Firm Information

William Grodman 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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William Grodman’s Registration & Firm History

FL

05/14/1999 - Present

Allstate Financial Services, LLC (Tampa FL)

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Licenses & Designations

BC

Issued 05/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 05/24/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2002

Series 7 - General Securities Representative Examination

BC

Issued 05/13/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Arthur Grodman. Review regulatory record here.
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