Unclaimed
Mary Agcaoili is a registered representative at Allstate Financial Services, LLC. She is licensed in California and has been in the financial services industry since December 10, 2006. Mary has passed the Series 6, Series 63, and SIE exams. She has previous experience with Farmers Financial Solutions, LLC.
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
CO
09/06/2024 - Present
Allstate Financial Services, LLC (Windsow CO)
CA
02/18/2019 - 10/12/2022
FARMERS FINANCIAL SOLUTIONS, LLC (CHULA VISTA CA)
CA
12/23/2015 - 08/31/2018
ALLSTATE FINANCIAL SERVICES, LLC (Folsom CA)
CA
08/14/1999 - 01/05/2011
ALLSTATE FINANCIAL SERVICES, LLC (CARMICHAEL CA)
BC
Issued 01/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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