Unclaimed
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.
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.
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.
1
2
TX
03/06/2017 - Present
Allstate Financial Services, LLC (Houston TX)
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
Active
Inactive
F
FINRA
Not sure Aldo Munoz-pepi is the right advisor for you? Invested Better is here to help.