Unclaimed
Andres Juarez is a financial advisor with Allstate Financial Services, LLC. Andres has been in the industry since 2002. He has a strong track record of success and is committed to helping his clients achieve their financial goals.
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
CA
08/03/2011 - Present
Allstate Financial Services, LLC (Anaheim CA)
CA
09/17/2007 - 02/16/2011
ALLSTATE FINANCIAL SERVICES, LLC (MONTCLAIR CA)
CA
02/28/2006 - 04/04/2006
INDEPENDENT FINANCIAL GROUP, LLC (SAN CLEMENTE CA)
CA
09/27/2005 - 03/22/2006
WORTHMARK FINANCIAL SERVICES, LLC (SAN CLEMENTE CA)
NY
02/05/2003 - 09/06/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
09/27/2001 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
11/08/2000 - 09/24/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 09/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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