Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Enri? Claim Your ProfileEnri D. Santee is an Investment Advisor Representative registered in California and is affiliated with Portfolio Medics, LLC. Enri D. Santee has been in the industry since 2012. Enri D. Santee has passed the Series 65 and SIE exams. Enri D. Santee provides financial planning and portfolio management services for individuals. In addition to their work with Portfolio Medics, LLC, Enri D. Santee is also an Operating Engineer through International Union of Operating Engineers Local 12.
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.
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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CA
12/07/2021 - Present
Portfolio Medics, LLC (Chula Vista CA)
IA
Issued 07/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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