Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Efren? Claim Your ProfileEfren Santiago Vintimilla is a registered representative with First Citizens Investor Services, Inc. Efren is an active member of the investment community, with over 7 years of experience. Efren is a Registered Investment Advisor in North Carolina and a licensed agent in North Carolina and South Carolina. Efren holds the Series 6, Series 63 and Series 65 securities licenses. Efren works with a range of clients including individuals, corporations, charitable organizations, and pension plans. Efren specializes in financial planning, portfolio management for individuals and businesses, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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
NC
02/21/2020 - Present
First Citizens Investor Services, Inc. (ARDEN NC)
NC
10/12/2015 - 02/10/2020
WELLS FARGO CLEARING SERVICES, LLC (HENDERSONVILLE NC)
IA
Issued 11/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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