Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constandina? Claim Your ProfileConstandina Carkonen Saites is a financial professional with over 17 years of experience in the industry. Constandina is currently registered with Rockefeller Financial LLC, and has held previous registrations with UBS Financial Services Inc. and John Hancock Distributors LLC. Constandina holds a variety of licenses and certifications, including Series 3, 6, 7, 9, 10, 63, and 66. Constandina has a focus on providing financial planning and portfolio management services for both individuals and businesses. Constandina specializes in assisting high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
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.
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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WA
10/25/2024 - Present
Rockefeller Financial LLC (BELLEVUE WA)
NJ
11/23/2006 - 04/03/2018
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MA
05/24/2004 - 03/27/2006
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BOTH
Issued 12/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2012
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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