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Andres Juarez

Allstate Financial Services, LLC

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About Andres Juarez

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.

Firm Information

Andres Juarez 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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Andres Juarez’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andres Juarez.
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