Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arceli? Claim Your ProfileArceli Arellano Santos is a financial advisor registered with Key Investment Services LLC and has been in the industry since 2005. Arceli has experience in helping individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisors. Arceli's specialties include investment management and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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WA
09/14/2020 - Present
KEY Investment Services LLC (Seattle WA)
CA
08/14/2006 - 06/06/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
CA
11/14/2005 - 04/07/2006
WADDELL & REED, INC. (SAN MATEO CA)
BC
Issued 10/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/10/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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