Unclaimed
Claudia Morales is a registered representative with Allstate Financial Services, LLC in Silver Springs, MD. Claudia has been in the securities industry since December 31, 2019. Claudia is licensed to sell securities in Maryland. Claudia has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination.
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.
1
2
MD
01/01/2020 - Present
Allstate Financial Services, LLC (Silver Springs MD)
BC
Issued 12/27/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Claudia Morales is the right advisor for you? Invested Better is here to help.