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Rosita Massie

Allstate Financial Services, LLC

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About Rosita Massie

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.

Firm Information

Rosita Massie is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Rosita Massie’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rosita Massie.
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