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Julie M Vasquez

Allstate Financial Services, LLC

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About Julie M Vasquez

Julie Vasquez is a financial professional registered with Allstate Financial Services, LLC. Julie is licensed to provide financial advice in California. Julie has been in the financial industry since 2015. Julie is a Series 6, Series 63, and SIE licensed professional.

Firm Information

Julie Vasquez 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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Julie Vasquez’s Registration & Firm History

CA

10/01/2015 - Present

Allstate Financial Services, LLC (COLTON CA)

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Licenses & Designations

BC

Issued 04/02/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie M Vasquez.
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