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William J Leo

Allstate Financial Services, LLC

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About William J Leo

William J Leo is a financial professional with over 20 years of experience in the industry. William J Leo is currently registered with Allstate Financial Services, LLC and is licensed to provide financial advice in Georgia. William J Leo holds a Series 6, Series 63 and Series 6TO license. William J Leo has previously worked with PRINCIPAL SECURITIES, INC., WACHOVIA SECURITIES, INC., FIRST UNION BROKERAGE SERVICES, INC., EQ FINANCIAL CONSULTANTS, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.

Firm Information

William Leo 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 Leo’s Registration & Firm History

GA

01/15/2021 - Present

Allstate Financial Services, LLC (Cornelia GA)

GA

05/08/2014 - 12/31/2016

PRINCIPAL SECURITIES, INC. (Demorest GA)

MO

10/01/2000 - 09/11/2002

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NC

10/01/1999 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

10/23/1997 - 06/10/1999

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

10/23/1997 - 06/10/1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/09/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2021

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/08/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William J Leo.
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