Unclaimed
Rosita Massie is a financial professional with over 40 years of experience in the financial services industry. She is currently registered with Allstate Financial Services, LLC and has a Series 6, Series 22, Series 63 and SIE license. Rosita has held previous positions at ONE ORCHARD EQUITIES, INC., THE GREAT-WEST LIFE ASSURANCE COMPANY, and BENEFITSCORP EQUITIES, INC. She is licensed in California and Washington.
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
CA
10/03/2000 - Present
Allstate Financial Services, LLC (Newport Beach CA)
CO
01/03/1997 - 11/16/2000
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
02/11/1991 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
CO
10/19/1989 - 02/13/1991
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
MA
01/21/1983 - 07/24/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 06/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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