Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willis? Claim Your ProfileWillis Aubrey Roberts is a financial advisor with Allstate Financial Services, LLC. Willis has been in the financial services industry since 2008 and holds Series 6, 63, and 26 licenses. Willis is registered to conduct business in Florida and Virginia. Willis has a broad range of financial services experience and is dedicated to helping clients achieve their financial goals.
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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VA
03/30/2023 - Present
Allstate Financial Services, LLC (Portsmouth VA)
VA
08/27/2007 - 09/30/2022
ALLSTATE FINANCIAL SERVICES, LLC (Portsmouth VA)
BC
Issued 09/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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