Unclaimed
Milagros Crespo is a financial professional with over 20 years of experience in the financial services industry. She is currently registered with Allstate Financial Services, LLC and has been with the firm since 2002. Her previous employers include First Union Securities, Inc., First Union Brokerage Services, Inc., and AXA Advisors, LLC. Milagros holds Series 6 and Series 63 securities licenses and is registered to conduct business in Florida.
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
FL
06/26/2002 - Present
Allstate Financial Services, LLC (MIAMI FL)
MO
10/01/2000 - 05/08/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
07/11/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NE
11/18/1999 - 07/07/2000
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NY
03/12/1998 - 12/01/1999
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/12/1998 - 12/01/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 02/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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