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Gilberto Adrian Santellan

Anico Financial Services, Inc.

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About Gilberto Adrian Santellan

Gilberto Adrian Santellan is a financial professional with over 30 years of experience in the industry. Gilberto currently holds a Series 6, Series 26, and Series 63 license and is registered with Anico Financial Services, Inc. Gilberto’s previous experience includes roles with Securities Management & Research, Inc., AIG Capital Services, Inc., American General Equity Services Corporation, American General Securities Incorporated, MML Investors Services, Inc., Pacific Mutual Distributors, Inc., USLIFE Equity Sales Corp., LINSCO/PRIVATE LEDGER CORP., and First Investors Corporation.

Firm Information

Gilberto Santellan is currently registered with Anico Financial Services, Inc.. Anico Financial Services, Inc. is a Corporation formed on December 21, 2010. The firm is registered in 18 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gilberto Santellan’s Registration & Firm History

TX

01/25/2024 - Present

Anico Financial Services, Inc. (GALVESTON TX)

TX

06/01/2020 - 12/31/2023

SECURITIES MANAGEMENT & RESEARCH, INC. (Spring TX)

TX

06/28/2013 - 11/08/2018

AIG CAPITAL SERVICES, INC. (HOUSTON TX)

TX

06/21/2004 - 06/28/2013

AMERICAN GENERAL EQUITY SERVICES CORPORATION (HOUSTON TX)

AZ

06/26/2000 - 05/26/2004

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

MA

07/29/1999 - 04/27/2000

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

CA

08/23/1994 - 05/15/1998

PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)

NY

04/18/1991 - 12/31/1994

USLIFE EQUITY SALES CORP. (NEW YORK NY)

SC

07/20/1990 - 03/11/1991

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NJ

03/03/1989 - 07/23/1990

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 08/31/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gilberto Adrian Santellan.
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