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Herminia Cortez Sitter

Allstate Financial Advisors, LLC

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About Herminia Cortez Sitter

Herminia Cortez Sitter is an active registered investment advisor with Allstate Financial Advisors, LLC. She has been in the industry since July 5, 1995 and holds licenses in Series 7, 63, and 66. Herminia Cortez Sitter also previously held licenses with other firms including Capital Financial Services, Inc., Thrivent Investment Management Inc., Lutheran Brotherhood Securities Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and H.D. Vest Investment Securities, Inc.

Firm Information

Herminia Sitter is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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.

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selection of other advisors

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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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other

Third party advisory fees

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Herminia Sitter’s Registration & Firm History

TX

02/21/2018 - Present

Allstate Financial Advisors, LLC (Shenandoah TX)

TX

09/10/2005 - 06/05/2017

CAPITAL FINANCIAL SERVICES, INC. (THE WOODLANDS TX)

MN

07/01/2002 - 09/09/2005

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

MN

05/23/2002 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

NY

03/23/1994 - 01/14/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

TX

08/23/1991 - 02/17/1994

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

NY

06/13/1989 - 11/16/1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

07/19/1988 - 05/26/1989

ROTAN MOSLE INC.

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Licenses & Designations

BOTH

Issued 09/19/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Herminia Cortez Sitter.
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