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Annette Roberts-rathwick

Allstate Financial Services, LLC

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About Annette Roberts-rathwick

Annette Roberts-rathwick is a registered representative with Allstate Financial Services, LLC. Annette has been in the securities industry since June 28, 2015. Annette holds Series 6, SIE and Series 63 licenses and is registered in Texas. Annette's previous experience includes working for State Farm VP Management Corp.

Firm Information

Annette Roberts-rathwick 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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Annette Roberts-rathwick’s Registration & Firm History

TX

11/23/2016 - Present

Allstate Financial Services, LLC (San Antonio TX)

IL

02/09/2015 - 07/05/2016

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 01/14/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Annette Roberts-rathwick.
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