Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trish? Claim Your ProfileTrish Le is a financial advisor with Allstate Financial Advisors, LLC based in Burlingame, California. Trish has over 10 years of experience in the financial services industry, previously working for firms like LPL Financial LLC and Ameriprise Financial Services, Inc. Trish holds Series 66, Series 7, and SIE licenses, and is registered to offer investment advice in California.
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Third party advisory fees
1
2
CA
09/28/2017 - Present
Allstate Financial Advisors, LLC (Burlingame CA)
CA
04/08/2016 - 02/03/2017
LPL FINANCIAL LLC (FOUNTAIN VALLEY CA)
CA
04/07/2014 - 11/02/2015
J.P. TURNER & COMPANY, L.L.C. (INDIAN WELLS CA)
CA
04/19/2013 - 10/31/2013
AMERIPRISE FINANCIAL SERVICES, INC. (BEVERLY HILLS CA)
CA
02/08/2012 - 03/13/2013
EDWARD JONES (FOUNTAIN VALLEY CA)
BOTH
Issued 03/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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