Unclaimed
Noe Lumbreras is a financial advisor with Allstate Financial Services, LLC. Noe has been in the financial services industry since June 4, 2006. Noe is registered in California, Idaho, Oregon, Texas, Utah, and Washington. Noe has passed the Series 6, Series 63 and SIE exams. In the past, Noe Lumbreras has also worked for Transamerica Financial Advisors, Inc, World Group Securities, Inc, and Allstate Financial Services, 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
OR
10/31/2012 - Present
Allstate Financial Services, LLC (Happy Valley OR)
OR
01/06/2012 - 10/01/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (PORTLAND OR)
OR
01/14/2011 - 01/06/2012
WORLD GROUP SECURITIES, INC. (PORTLAND OR)
OR
07/08/2010 - 09/01/2010
ALLSTATE FINANCIAL SERVICES, LLC (PORTLAND OR)
OR
10/05/2007 - 06/04/2010
ALLSTATE FINANCIAL SERVICES, LLC (PORTLAND OR)
GA
11/21/2005 - 10/25/2007
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BC
Issued 11/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Noe Lumbreras is the right advisor for you? Invested Better is here to help.