Jeffrey D. Loso
Professional summary
Jeffrey Daniel Loso, who also goes by Jeff Daniel Loso, Jeffrey Daniel Loso, Jeffrey Loso, is a registered financial professional currently at ALLSTATE FINANCIAL SERVICES, LLC located in Shoreview, Minnesota.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2011. Jeffrey has worked at 7 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Daniel Loso's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 1, 2025 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 470 Highway 96 W Ste 100, Shoreview, MN 55126-3218July 21, 2015 - May 5, 2020
USADVISORS WEALTH MANAGEMENT, LLC
June 30, 2015 - July 21, 2015
SECURITIES AMERICA ADVISORS, INC.
June 30, 2015 - May 5, 2020
SECURITIES AMERICA, INC.
December 9, 2013 - April 9, 2014
PARK AVENUE SECURITIES LLC
September 19, 2013 - April 9, 2014
PARK AVENUE SECURITIES LLC
January 11, 2013 - August 16, 2013
MWA FINANCIAL SERVICES INC.
February 28, 2011 - June 22, 2012
WADDELL & REED
February 2, 2011 - June 22, 2012
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/2/2025)
Exams
Series 7TO
Date: 4/25/2024
General Securities Representative ExaminationFINRA
Current Firm
ALLSTATE FINANCIAL SERVICES, LLC
CRD#: 18272 / SEC#: , 8-36365
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALLSTATE INSURANCE COMPANY | OWNER | |
| BOUDREAU, JOHN DOUGLAS | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND EXECUTIVE REPRESENTATIVE | 6357880 |
| DELANEY, SCOTT SULLIVAN | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2978681 |
| LANSPA, PAUL DONALD | CHIEF OPERATING OFFICER | 6449159 |
| MUELLER, DAVID JOHN | GENERAL COUNSEL AND SECRETARY | 7807045 |
| NELSON, MARY KRIS | CHAIRMAN OF THE BOARD | 2464654 |
| SWEENEY, MICHAEL DANIEL | AML OFFICER | 2026113 |
| WHITCOMB, MICHAEL JAMES | FINOP | 7495756 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 1 |
Red Flags
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