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Jeffrey Loso is a financial advisor professional located in Shoreview, MN. They specialize in financial advisory. With over 8 years of experience, they bring deep expertise to every client.
Jeffrey Loso - Allstate Financial Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Jeffrey Loso operates Allstate Financial Services, LLC in Shoreview, Minnesota, with eight years of experience in financial advisory services. He holds a FINRA CRD license number 5873796, which registers him with the Financial Industry Regulatory Authority. His background spans nearly a decade of work in the financial services industry, serving clients in the Minneapolis area with financial planning and advisory expertise.
A FINRA CRD license indicates registration with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees securities brokers and financial professionals. This registration means Jeffrey Loso has met baseline qualification requirements and is subject to FINRA's regulatory oversight and conduct rules. The CRD (Central Registration Depository) number on file allows clients and regulators to verify his registration status and review any disciplinary history. This credential signals he operates within established industry compliance frameworks.