Unclaimed
William Daniel Fitzgerald is a financial professional with over 20 years of experience in the industry. William currently holds a Series 6 license and has passed the SIE exam. William is registered with Allstate Financial Services, LLC in New York. The branch office location is at 130 Main Street, Irvington, NY. William has been registered with Allstate Financial Services, LLC in New York since August 2023.
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.
1
2
NY
08/01/2023 - Present
Allstate Financial Services, LLC (Irvington NY)
NY
08/09/2000 - 09/30/2022
ALLSTATE FINANCIAL SERVICES, LLC (IRVINGTON NY)
BC
Issued 09/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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