Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donata? Claim Your ProfileDonata Cabezas is a financial advisor who has been in the industry since June 2017. Donata is registered with Allstate Financial Services, LLC and holds Series 6, Series 63 and SIE licenses. Donata currently holds active licenses in California and Oregon. Donata is located in San Jose, California and services clients in the state.
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
CA
06/19/2017 - Present
Allstate Financial Services, LLC (San Jose CA)
BC
Issued 09/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donata Cabezas is the right advisor for you? Invested Better is here to help.
