Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rudy? Claim Your ProfileRudy Miramontes is a financial professional with over 6 years of experience in the financial services industry. Rudy is currently registered with Allstate Financial Services, LLC in California. Rudy has also previously been registered with Principal Securities, Inc. and Farmers Financial Solutions, LLC. Rudy holds the Series 6, 6TO, and SIE securities licenses and is also a registered representative 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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2
CA
07/30/2024 - Present
Allstate Financial Services, LLC (Roseville CA)
CA
05/16/2018 - 11/03/2020
PRINCIPAL SECURITIES, INC. (Roseville CA)
CA
09/06/2014 - 07/10/2017
FARMERS FINANCIAL SOLUTIONS, LLC (SACRAMENTO CA)
BC
Issued 07/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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