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Shirley Lorita Stith

Allstate Financial Services, LLC

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About Shirley Lorita Stith

Shirley Lorita Stith is a registered representative with Allstate Financial Services, LLC. Shirley has been in the securities industry since 1999 and has a total of 4 active registrations. Shirley is registered to provide securities products and services in California. Shirley also holds the following securities licenses: Series 6, Series 26, Series 63 and SIE.

Firm Information

Shirley Stith 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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Shirley Stith’s Registration & Firm History

CA

02/27/2023 - Present

Allstate Financial Services, LLC (San Leandro CA)

CA

07/20/1999 - 12/31/2021

ALLSTATE FINANCIAL SERVICES, LLC (SAN LEANDRO CA)

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Licenses & Designations

BC

Issued 07/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Shirley Lorita Stith. Review regulatory record here.
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