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Evelyn Puerto

Allstate Financial Services, LLC

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About Evelyn Puerto

Evelyn Puerto is a registered representative with Allstate Financial Services, LLC. Evelyn is licensed to sell securities in California and Oregon. Evelyn holds the Series 63, Series 6TO, and SIE licenses. Evelyn is also an active representative of Allstate Financial Services, LLC, in California.

Firm Information

Evelyn Puerto 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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Evelyn Puerto’s Registration & Firm History

CA

02/27/2020 - Present

Allstate Financial Services, LLC (Montebello CA)

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Licenses & Designations

BC

Issued 08/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evelyn Puerto.
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