Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Franklin? Claim Your ProfileFranklin Cruz Santos is an Investment Advisor Representative at FBL Wealth Management, LLC. Santos is a licensed professional with experience in the financial services industry since December 2003. Santos holds licenses in multiple states and has experience working with a variety of clients, including corporations, individuals, and charitable organizations. Santos focuses on providing financial planning, educational seminars, and portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
Third-party management fees
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2
IA
10/24/2024 - Present
FBL Wealth Management, LLC (West Des Moines IA)
MO
04/13/2020 - 06/28/2022
U.S. BANCORP INVESTMENTS, INC. (KANSAS CITY MO)
MO
10/21/2011 - 04/20/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KANSAS CITY MO)
CA
12/10/2010 - 08/19/2011
MORGAN STANLEY SMITH BARNEY (LA MESA CA)
CA
08/29/2007 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RAMONA CA)
UT
03/17/2006 - 08/02/2007
ZIONS DIRECT, INC. (SALT LAKE CITY UT)
NY
05/30/2005 - 01/20/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
CA
11/30/1998 - 08/13/2001
CAL FED INVESTMENTS (SACRAMENTO CA)
NJ
10/13/1997 - 10/19/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2021
Series 24 - General Securities Principal Examination
BC
Issued 07/22/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/13/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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