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Colleen Gay Wagschal

Allstate Financial Services, LLC

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About Colleen Gay Wagschal

Colleen Wagschal is a financial professional with Allstate Financial Services, LLC, a firm headquartered in Columbia, MD. Colleen holds Series 6 and SIE licenses and is registered to offer securities in Maryland. She has been in the industry since 2016 and provides financial services to clients in the Columbia, MD area.

Firm Information

Colleen Wagschal 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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Colleen Wagschal’s Registration & Firm History

MD

02/23/2016 - Present

Allstate Financial Services, LLC (Columbia MD)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Colleen Gay Wagschal. Review regulatory record here.
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