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Carlos Alberto Giraldo

Allstate Financial Services, LLC

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About Carlos Alberto Giraldo

Carlos Alberto Giraldo is an investment professional registered in Pennsylvania with Allstate Financial Services, LLC. Carlos has been in the financial services industry for over 2 years and holds the Series 63, Series 6TO and SIE exams. Carlos is dedicated to helping his clients achieve their financial goals.

Firm Information

Carlos Giraldo 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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Carlos Giraldo’s Registration & Firm History

PA

05/17/2024 - Present

Allstate Financial Services, LLC (Philadelphia PA)

PA

02/24/2021 - 10/05/2023

ALLSTATE FINANCIAL SERVICES, LLC (Philadelphia PA)

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Licenses & Designations

BC

Issued 08/03/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2021

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2021

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carlos Alberto Giraldo.
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