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William James McAuliffe

Allstate Financial Services, LLC

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About William James McAuliffe

William McAuliffe is a financial professional with over 30 years of experience in the industry. William is currently registered with Allstate Financial Services, LLC in Maryland. William has held previous roles with other firms including H. Beck, Inc., NYLIFE Securities Inc., Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, BMA Financial Services, Inc., and Sun Investment Services Company. William holds Series 6 and Series 63 securities licenses.

Firm Information

William McAuliffe 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 McAuliffe’s Registration & Firm History

MD

04/13/2020 - Present

Allstate Financial Services, LLC (Olney MD)

MD

03/20/2009 - 12/31/2019

ALLSTATE FINANCIAL SERVICES, LLC (PASADENA MD)

MD

06/05/2006 - 03/18/2009

H. BECK, INC. (ELLICOTT CITY MD)

NY

10/21/2003 - 06/10/2005

NYLIFE SECURITIES INC. (NEW YORK NY)

WI

06/07/2001 - 08/06/2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

06/07/2001 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

MO

01/22/1992 - 06/10/1999

BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)

MA

07/18/1986 - 11/19/1991

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

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Licenses & Designations

BC

Issued 11/25/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/1986

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 James McAuliffe.
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