Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Santiago is a financial advisor with Citigroup Global Markets Inc. Elizabeth has been a registered representative in the securities industry for over 15 years. She is a licensed and registered Investment Advisor Representative in California and Florida and holds Series 7, Series 31, Series 63 and Series 65 securities licenses, as well as the SIE exam. Elizabeth has previously been employed by BNY Mellon Capital Markets, LLC, Pershing LLC and Dresdner Lateinamerika Financial Advisors LLC. Elizabeth also has a role with Inspiring Your Chi, but this is not business investment related.
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.
Asset allocation advice
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
FL
09/16/2013 - Present
Citigroup Global Markets Inc. (MIAMI FL)
FL
03/30/2012 - 08/16/2013
BNY MELLON CAPITAL MARKETS, LLC (BOCA RATON FL)
FL
03/30/2012 - 08/16/2013
PERSHING LLC (BOCA RATON FL)
FL
06/25/2010 - 04/05/2012
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
11/10/2000 - 03/19/2004
DRESDNER LATEINAMERIKA FINANCIAL ADVISORS LLC (MIAMI FL)
IA
Issued 10/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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