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Christopher Michael Zelesnick

ALLSTATE FINANCIAL SERVICES
Glenside, PA
·CRD# 1257500·42 years experience

Professional Summary

Christopher Michael Zelesnick, who also goes by Christopher Michael Zelesnick, Christopher M Zelesnick, is a registered financial advisor currently at ALLSTATE FINANCIAL SERVICES, LLC located in Glenside, Pennsylvania. Christopher is registered as a RR (Registered Representative) and started their career in finance in 1984. Christopher has worked at 12 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, SIE, Series 31, Series 7, Series 10, Series 9, Series 53, Series 24,...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christopher Michael Zelesnick, Christopher M Zelesnick

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

42 years in the financial services industry

Current & Past Employments

ALLSTATE FINANCIAL SERVICES, LLC·CRD# 18272
BD
225 S Easton Rd, Glenside, PA 19038-4403
May 25, 2018 - Present
IMPACTIVE ADVISORS LLC·CRD# 208514
RIA
Newtown, PA
March 10, 2016 - March 31, 2017
IMPACTIVE ADVISORS LLC·CRD# 208514
BD
Nashville, TN
November 2, 2015 - June 2, 2017
LPL FINANCIAL LLC·CRD# 6413
BD
Braintree, MA
December 10, 2014 - October 28, 2015
U.S. FINANCIAL ADVISORS·CRD# 108763
RIA
Braintree, MA
November 12, 2014 - September 17, 2015
B. C. ZIEGLER AND COMPANY·CRD# 61
BD
Chicago, IL
December 1, 2010 - May 22, 2014
B. C. ZIEGLER AND COMPANY·CRD# 61
RIA
Chicago, IL
November 22, 2010 - May 22, 2014
ADVISORS ASSET MANAGEMENT, INC.·CRD# 46727
RIA
Berkeley Heights, NJ
November 14, 2008 - January 14, 2010
ADVISORS ASSET MANAGEMENT, INC.·CRD# 46727
BD
Berkeley Heights, NJ
November 5, 2008 - January 14, 2010
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
RIA
Yardley, PA
August 16, 2006 - February 21, 2008
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
BD
Yardley, PA
November 14, 1986 - February 21, 2008
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
January 21, 1986 - October 30, 1986
PHILIPS, APPEL & WALDEN, INC.·CRD# 659
BD
October 23, 1984 - April 19, 1986
NIELSON AND CLARK INC.·CRD# 13508
BD
October 4, 1984 - October 26, 1984
WALTER CAPITAL CORPORATION·CRD# 13455
BD
July 10, 1984 - October 12, 1984
KOBRIN SECURITIES, INC.·CRD# 10204
BD
April 18, 1984 - July 19, 1984

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Current Firm

AF
ALLSTATE FINANCIAL SERVICES, LLC

ALLSTATE FINANCIAL SERVICES, LLC | LSA SECURITIES, INC. | LAUGHLIN GROUP ADVISORS, INC. | ALLSTATE FINANCIAL SERVICES, LLC OF DELAWARE | ALLSTATE FINANCIAL SERVICES, LLC D/B/A LSA SECURITIES

CRD#: 18272 / SEC#: 8-36365
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Contact Information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508-1380

Mailing Address

Po Box 83271, Lincoln, NE 68501-3271

Phone Number

(877) 232-2142

Established

Delaware since 11/01/1999

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALLSTATE INSURANCE COMPANYOWNER—
BOUDREAU, JOHN DOUGLASCHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND EXECUTIVE REPRESENTATIVE, FINOP6357880
DELANEY, SCOTT SULLIVANPRESIDENT AND CHIEF EXECUTIVE OFFICER2978681
LANSPA, PAUL DONALDCHIEF OPERATING OFFICER6449159
MUELLER, DAVID JOHNGENERAL COUNSEL AND SECRETARY7807045
NELSON, MARY KRISCHAIRMAN OF THE BOARD2464654
SWEENEY, MICHAEL DANIELAML OFFICER2026113

Disclosures

Regulatory Event

4

Arbitration

1

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New Jersey
(4/9/2019)
RR
Pennsylvania
(5/26/2018)
RR
West Virginia
(4/16/2019)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2006About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1984About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed May 2006About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Apr 1984About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jan 2023About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jan 2023About the Series 9 exam

Series 53 — Municipal Securities Principal Examination

Passed Jul 2012About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Oct 1991About the Series 24 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Jun 1991

Series 4 — Registered Options Principal Examination

Passed Dec 1990About the Series 4 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Christopher Michael Zelesnick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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