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Alicia Catalina Bolton

Allstate Financial Services, LLC

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About Alicia Catalina Bolton

Alicia Bolton is a financial professional who is registered with the state of California. Alicia holds Series 63, Series 6TO and SIE licenses. She is associated with Allstate Financial Services, LLC.

Firm Information

Alicia Bolton 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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Alicia Bolton’s Registration & Firm History

CA

07/17/2023 - Present

Allstate Financial Services, LLC (LIVERMORE CA)

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Licenses & Designations

BC

Issued 09/25/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/03/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alicia Catalina Bolton.
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