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Aldo Munoz-pepi

Allstate Financial Services, LLC

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About Aldo Munoz-pepi

Aldo Munoz-pepi is a Registered Representative with Allstate Financial Services, LLC. Aldo has been in the financial services industry since 2017. Aldo has a Series 6 license, which allows them to sell mutual funds, variable annuities and other investment company products. Aldo is also licensed to sell insurance in Texas. Aldo holds a Series 63 license which qualifies them to sell securities in Texas. Aldo is a Registered Representative of Allstate Financial Services, LLC, member FINRA/SIPC.

Firm Information

Aldo Munoz-pepi 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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Aldo Munoz-pepi’s Registration & Firm History

TX

03/06/2017 - Present

Allstate Financial Services, LLC (Houston TX)

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Licenses & Designations

BC

Issued 04/29/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Aldo Munoz-pepi. Review regulatory record here.
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