Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William phat? Claim Your ProfileWilliam phat Su is a registered representative with Allstate Financial Services, LLC. William has been in the securities industry since 2000. William is registered with the state of California. William holds the Series 6, Series 63, and SIE licenses. William's current office location is in Rosemead, California.
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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CA
03/03/2010 - Present
Allstate Financial Services, LLC (ROSEMEAD CA)
CA
10/10/2000 - 09/08/2008
ALLSTATE FINANCIAL SERVICES, LLC (ROSEMEAD CA)
BC
Issued 10/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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