Unclaimed
Rosealee Joquita Smith is a financial professional with over 15 years of experience in the industry. Rosealee is currently registered with Allstate Financial Services, LLC in California. Rosealee has a Series 6 and Series 63 license and has passed the SIE exam. Rosealee has been working in the financial services industry since 2007. Rosealee's main office is located at 4270 Riverwalk Pkwy Ste 110 in Riverside, CA. Rosealee is also registered to conduct business in California.
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.
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CA
10/11/2007 - Present
Allstate Financial Services, LLC (RIVERSIDE CA)
BC
Issued 10/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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