Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abel? Claim Your ProfileAbel Santana is a financial professional with over 15 years of experience in the industry. Abel Santana is currently registered with Citizens Securities, Inc. and has a Series 6, Series 7TO, Series 63, and Series 65 license. Prior to joining Citizens Securities, Inc., Abel Santana was with Mutual of Omaha Investor Services, Inc. Abel Santana is able to provide financial services to individuals, corporations, and high-net-worth individuals. Abel Santana is also able to provide financial planning and investment advisory services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
NJ
02/11/2025 - Present
Citizens Securities, Inc. (Matawan NJ)
NJ
02/28/2018 - 11/30/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (Paramus NJ)
IA
Issued 09/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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