Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Lauren Santini is a financial advisor at United Capital Financial Advisors, LLC. Mary is a Registered Investment Advisor and has over 14 years of experience in the financial services industry. Mary is committed to providing her clients with personalized financial advice and guidance. Mary's areas of expertise include portfolio management, financial planning, and estate planning. Mary is a strong advocate for her clients and believes in building long-term relationships. Mary is a Registered Representative of Goldman Sachs & Co. LLC and is also registered with Amerprise Financial Services, Inc., Cetera Advisor Networks LLC, and 1st Global Capital Corp.
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.
Sub-adviser for other investment advisers
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
TX
08/20/2018 - Present
United Capital Financial Advisors (THE WOODLANDS TX)
TX
08/18/2022 - 11/15/2023
GOLDMAN SACHS & CO. LLC (THE WOODLANDS TX)
TX
10/09/2018 - 09/01/2020
CETERA ADVISOR NETWORKS LLC (THE WOODLANDS TX)
TX
04/26/2013 - 08/01/2018
1ST GLOBAL CAPITAL CORP. (CONROE TX)
TX
10/11/2010 - 04/17/2013
AMERIPRISE FINANCIAL SERVICES, INC. (THE WOODLANDS TX)
TX
10/09/2009 - 10/04/2010
INVESTMENT PROFESSIONALS, INC. (FRIENDSWOOD TX)
TX
03/23/2009 - 10/12/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
BOTH
Issued 06/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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