Unclaimed
Stephanie Loureiro is a financial professional with over 11 years of experience in the industry. Stephanie is currently registered with Allstate Financial Services, LLC and holds Series 6, 26, 51, and 63 licenses. Stephanie specializes in providing investment advice and financial planning services to individuals and families. Stephanie is committed to providing her clients with the highest level of service and expertise.
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
09/08/2011 - Present
Allstate Financial Services, LLC (BRENTWOOD CA)
BC
Issued 08/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/15/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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