Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ubaldo? Claim Your ProfileUbaldo Bermudez is a registered representative with Allstate Financial Services, LLC, a firm that is registered with FINRA and the SEC. Ubaldo's current registration began in September 2023, and prior to that, Ubaldo was also registered with the firm from January 2000 until May 2022. Ubaldo has passed the Series 6, Series 63, and SIE exams. Ubaldo is currently registered in California and has a BC scope.
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
09/20/2023 - Present
Allstate Financial Services, LLC (El Centro CA)
CA
01/26/2000 - 05/11/2022
ALLSTATE FINANCIAL SERVICES, LLC (EL CENTRO CA)
BC
Issued 09/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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