Unclaimed
Yancy Yvania Lopez is a financial advisor with Allstate Financial Services, LLC in Brownsville, Texas. Yancy has been in the industry for 4 years and holds the Series 63, Series 6TO, and SIE licenses. Yancy is registered to provide investment advice in Texas.
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
TX
09/20/2019 - Present
Allstate Financial Services, LLC (Brownsville TX)
BC
Issued 03/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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