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Dora Maria Plancarte

Allstate Financial Services, LLC

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About Dora Maria Plancarte

Dora Maria Plancarte is a registered representative with Allstate Financial Services, LLC. Dora holds her Series 6, Series 63, and SIE licenses. Dora is registered in California and Michigan and has been in the industry since 2008. Dora has previously been registered with Allstate Financial Services, LLC. Dora is currently employed with Allstate Financial Services, LLC in their Calexico, CA branch office.

Firm Information

Dora Plancarte 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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Dora Plancarte’s Registration & Firm History

CA

08/11/2011 - Present

Allstate Financial Services, LLC (CALEXICO CA)

CA

09/30/2008 - 08/09/2011

ALLSTATE FINANCIAL SERVICES, LLC (CALEXICO CA)

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Licenses & Designations

BC

Issued 10/23/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dora Maria Plancarte.
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