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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benedicto? Claim Your ProfileBenedicto Canlas Santiago is an investment advisor with over 10 years of experience in the financial services industry. Benedicto is currently registered with Osaic Wealth, Inc. and is also a registered principal. Benedicto has a wide range of experience, including working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Benedicto provides financial planning, portfolio management, and other services to clients. Benedicto is committed to providing clients with personalized advice and strategies to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
CA
10/29/2021 - Present
Osaic Wealth, Inc. (HUNTINGTON BEACH CA)
CA
08/04/2016 - 04/01/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (FOUNTAIN VALLEY CA)
CA
10/08/2009 - 07/11/2016
NATIONAL PLANNING CORPORATION (El Segundo CA)
CA
09/22/2003 - 10/14/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 03/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2022
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/13/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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