Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Santillan is a financial advisor with LPL Financial LLC. Dan has been in the financial services industry since 2015 and has experience with both Wells Fargo Advisors, LLC and BancWest Investment Services, Inc. Dan is registered to offer investment advice in California and has also recently expanded his business to offer services in other states including Arizona, Florida, Idaho, Kansas and Nevada. Dan is committed to helping clients 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/19/2023 - Present
LPL Financial LLC (MILPITAS CA)
CA
02/27/2018 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (FREMONT CA)
CA
06/08/2015 - 02/21/2018
WELLS FARGO CLEARING SERVICES, LLC (UNION CITY CA)
BOTH
Issued 07/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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