Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samir? Claim Your ProfileSamir Baaklini is a financial professional with over 10 years of experience in the financial services industry. Samir is currently registered with Allstate Financial Services, LLC and holds licenses in California, Nevada, and Texas. Samir specializes in providing investment advice and financial planning services to individuals and families. Samir is committed to helping clients achieve their financial goals.
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
01/13/2015 - Present
Allstate Financial Services, LLC (Sunnyvale CA)
CA
09/15/2014 - 01/20/2015
LPL FINANCIAL LLC (WALNUT CREEK CA)
CA
09/18/2012 - 09/26/2014
ALLSTATE FINANCIAL SERVICES, LLC (VALLEJO CA)
BC
Issued 11/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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