Invested Better
Unclaimed

Unclaimed

Unclaimed

Carlos Frederico Coutinho maia

Allstate Financial Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Carlos? Claim Your Profile

About Carlos Frederico Coutinho maia

Carlos Frederico Coutinho Maia is a registered representative with Allstate Financial Advisors, LLC. Carlos has been working in the financial industry for 10 years, starting in 2013 and is licensed in Illinois and Wisconsin. Carlos has experience with Edward Jones, Equitable Advisors, LLC, Pruco Securities, LLC and JP Morgan Securities LLC. Carlos has passed the Series 7TO, SIE and Series 66 exams. Carlos works with individuals, with a focus on insurance companies. Carlos has previously worked for New York Life Insurance Company, Carambola Gelato and Coffee Shop LLC, Frarom, Prudential Insurance Company of America and JP Morgan Chase Bank, N.A.

Firm Information

Carlos Coutinho maia is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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.

check

selection of other advisors

Helps you choose top advisors aligned with your 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.

check

other

Third party advisory fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Carlos Coutinho maia’s Registration & Firm History

IL

06/22/2023 - Present

Allstate Financial Advisors, LLC (Chicago IL)

IL

08/29/2022 - 05/12/2023

J.P. MORGAN SECURITIES LLC (LOVES PARK IL)

IL

09/23/2021 - 08/12/2022

EQUITABLE ADVISORS, LLC (DEERFIELD IL)

WI

12/15/2020 - 09/16/2021

PRUCO SECURITIES, LLC. (WAUWATOSA WI)

IL

01/13/2020 - 09/28/2020

EDWARD JONES (ROCKFORD IL)

Not sure if Carlos Frederico Coutinho maia is right for you?

Licenses & Designations

BOTH

Issued 02/10/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carlos Frederico Coutinho maia.
Not sure if Carlos Frederico Coutinho maia is right for you?