Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conal? Claim Your ProfileConal Saturno-sanjana is an investment advisor representative at Edelman Financial Engines. Conal has over 20 years of experience in the financial services industry. Conal is a Registered Representative, Investment Advisor Representative, and holds several industry licenses including Series 3, 4, 7, 8, 10, 52, 53, 55, 63, 65, and 66. Previously, Conal worked at GROVE POINT INVESTMENTS, LLC and Foresters Financial Services. Conal specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
DC
12/18/2024 - Present
Edelman Financial Engines (Washington DC)
MD
11/29/2016 - 09/13/2023
GROVE POINT INVESTMENTS, LLC (Rockville MD)
MD
01/11/2016 - 12/01/2016
FORESTERS FINANCIAL SERVICES, INC. (SILVER SPRING MD)
FL
07/21/2014 - 09/29/2014
ENCLAVE CAPITAL LLC (BOCA RATON FL)
NY
04/13/2007 - 09/10/2012
CIMB SECURITIES (USA), INC. (NEW YORK NY)
NY
02/15/2000 - 03/13/2007
AUERBACH GRAYSON & COMPANY INCORPORATED (NEW YORK NY)
NY
11/10/1998 - 03/02/2000
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
03/17/1998 - 08/04/1998
THE NIKKO SECURITIES CO. INTERNATIONAL, INC. (NEW YORK NY)
NY
03/26/1997 - 02/09/1998
BZW SECURITIES INC. (NEW YORK NY)
BOTH
Issued 02/18/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/19/2017
Series 4 - Registered Options Principal Examination
BC
Issued 01/09/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/05/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2018
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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