Unclaimed
Marco Cabezas is a financial professional with over 8 years of experience in the financial industry. Marco currently holds his securities licenses with Allstate Financial Services, LLC and is registered in California and Oregon. Marco was previously registered with State Farm VP Management Corp in Illinois. Marco has a strong background in investments and specializes in the financial needs of his clients in Campbell, California.
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
03/24/2020 - Present
Allstate Financial Services, LLC (Campbell CA)
IL
10/27/2017 - 02/17/2020
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CA
04/04/2014 - 04/06/2016
ALLSTATE FINANCIAL SERVICES, LLC (RANCHO CORDOVA CA)
BC
Issued 04/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/20/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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