Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eladio? Claim Your ProfileEladio Arturo Santiago is a financial professional with over 20 years of experience in the financial services industry. Santiago is currently registered with Cambridge Investment Research Advisors, Inc. in Columbia, MD. Previously, Eladio Arturo Santiago worked at UBS Financial Services Inc., Morgan Stanley, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Santiago has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
10/29/2018 - Present
Cambridge Investment Research Advisors, Inc. (Columbia MD)
MD
11/09/2012 - 10/12/2018
UBS FINANCIAL SERVICES INC. (BALTIMORE MD)
MD
06/01/2009 - 11/20/2012
MORGAN STANLEY (COLUMBIA MD)
MD
10/10/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBIA MD)
MD
08/13/1998 - 10/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA MD)
BOTH
Issued 08/12/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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