Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Santibanez is a financial advisor with The Ameriflex Group, a firm that provides comprehensive wealth management, financial planning, and investment advisory services. Andrew has been in the financial services industry since 2012 and holds a Series 7, Series 24, and Series 66 license. He is also a Certified Financial Planner. Andrew has a diverse background in financial services, having worked for Edward Jones, Crown Capital Securities, L.P., and J.P. Morgan Securities LLC. Andrew is dedicated to helping clients achieve their financial goals, and he has a proven track record of success.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NV
01/26/2024 - Present
THE Ameriflex Group (Las Vegas NV)
NV
02/05/2018 - 01/24/2024
CROWN CAPITAL SECURITIES, L.P. (LAS VEGAS NV)
CA
04/22/2016 - 05/05/2017
J.P. MORGAN SECURITIES LLC (ENCINITAS CA)
CA
11/28/2012 - 02/25/2016
EDWARD JONES (YORBA LINDA CA)
BOTH
Issued 12/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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