Unclaimed
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.
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
08/11/2011 - Present
Allstate Financial Services, LLC (CALEXICO CA)
CA
09/30/2008 - 08/09/2011
ALLSTATE FINANCIAL SERVICES, LLC (CALEXICO CA)
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
Active
Inactive
F
FINRA
Not sure Dora Plancarte is the right advisor for you? Invested Better is here to help.