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Zubin Yacoobi

Allstate Financial Services, LLC

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About Zubin Yacoobi

Zubin Yacoobi is a registered representative with Allstate Financial Services, LLC. Zubin is licensed in New York and has been in the industry since January 21, 2013. Zubin has passed the Series 7, Series 63, and SIE exams. Previously, Zubin was a registered representative with BNY Mellon Capital Markets, LLC, Citigroup Global Markets Inc. and Barclays Capital Inc.

Firm Information

Zubin Yacoobi 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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Zubin Yacoobi’s Registration & Firm History

NY

04/13/2017 - Present

Allstate Financial Services, LLC (BABYLON NY)

NY

04/23/2015 - 07/15/2016

BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)

NY

03/18/2011 - 06/13/2013

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

06/26/2009 - 03/25/2010

BARCLAYS CAPITAL INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/12/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zubin Yacoobi.
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