Unclaimed
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.
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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2
MD
02/23/2016 - Present
Allstate Financial Services, LLC (Columbia MD)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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