Unclaimed
Janet Ortiz is a registered representative in Texas with Allstate Financial Services, LLC. Janet is a Series 63, 6TO and SIE licensed professional. Janet has been in the industry since November 2020.
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.
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2
TX
11/20/2020 - Present
Allstate Financial Services, LLC (Houston TX)
BC
Issued 10/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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