Unclaimed
Rodolfo Delasierra is a registered representative with Allstate Financial Advisors, LLC, based in Garland, TX. Rodolfo has been in the financial services industry since July 11, 2008, with prior experience at PARK AVENUE SECURITIES LLC, TD AMERITRADE CLEARING, INC., APEX CLEARING CORPORATION and PENSON FINANCIAL SERVICES, INC.. Rodolfo has Series 63, Series 66, Series 7 and Series 24 licenses and the SIE exam. Rodolfo has over 189 clients with approximately $62,134,830 in assets under management. Rodolfo specializes in providing financial planning and other advisory services to individuals and businesses.
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.
Helps you choose top advisors aligned with your 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.
Third party advisory fees
1
2
TX
03/20/2019 - Present
Allstate Financial Advisors, LLC (Garland TX)
TX
03/21/2016 - 12/19/2018
PARK AVENUE SECURITIES LLC (ADDISON TX)
TX
03/27/2013 - 09/16/2015
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
TX
06/11/2012 - 03/06/2013
APEX CLEARING CORPORATION (DALLAS TX)
TX
09/20/2007 - 08/01/2012
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
BOTH
Issued 09/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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