Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alice? Claim Your ProfileAlice Sundberg is a financial advisor with Allstate Financial Advisors, LLC. Alice has been a registered representative since 2008 and has worked in the financial services industry since 2008. Alice is registered to provide investment advice in California, Florida and Texas. Alice is also a registered investment advisor in Texas. Alice is registered with FINRA under series 66, 7, 9, and 10.
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.
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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.
Third party advisory fees
1
2
TX
11/16/2021 - Present
Allstate Financial Advisors, LLC (Murphy TX)
TX
08/13/2014 - 04/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARLAND TX)
CA
07/11/2013 - 08/04/2014
CHARLES SCHWAB & CO., INC. (CUPERTINO CA)
CA
02/06/2008 - 07/08/2013
METLIFE SECURITIES INC. (SAN JOSE CA)
BOTH
Issued 03/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/09/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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