Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Rosales is a financial professional with over 8 years of experience in the financial services industry. Carlos is currently registered with Allstate Financial Services, LLC and holds Series 6, Series 63, and SIE licenses. Carlos has previously held positions with J.P. Morgan Securities LLC and Allstate Financial Services, LLC in Arizona. Carlos specializes in investment company products/variable contracts, and provides financial guidance for individuals and families.
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.
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AZ
01/12/2024 - Present
Allstate Financial Services, LLC (Avondale AZ)
AZ
01/15/2019 - 01/12/2022
ALLSTATE FINANCIAL SERVICES, LLC (Avondale AZ)
AZ
03/20/2015 - 01/31/2017
J.P. MORGAN SECURITIES LLC (TOLLESON AZ)
BC
Issued 04/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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