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Marco Cabezas

Allstate Financial Services, LLC

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About Marco Cabezas

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.

Firm Information

Marco Cabezas 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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Marco Cabezas’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Marco Cabezas. Review regulatory record here.
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