Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monessa? Claim Your ProfileMonessa Cruz Santiago is a financial advisor with over 20 years of experience in the industry. Monessa is registered with Assetmark, Inc. and is based in Concord, CA. Monessa also has experience with Capital Brokerage Corporation, Genworth Financial Securities Corporation, and Assante Capital Management Inc. Monessa holds a Series 63, Series 65, Series 7, Series 24, and Series 4 license. Monessa specializes in working with individuals, investment companies, and pension plans. Monessa is a senior strategic accounts manager for Assetmark, Inc. and is affiliated with Assetmark Brokerage, LLC.
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.
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.
Strategic management for diversified investment portfolios.
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
06/03/2024 - Present
Assetmark, Inc. (CONCORD CA)
VA
12/04/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
11/05/2007 - 11/22/2013
CAPITAL BROKERAGE CORPORATION (CONCORD CA)
IL
05/27/2005 - 11/05/2007
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
CA
06/14/2000 - 11/24/2003
ASSANTE CAPITAL MANAGEMENT INC. (SAN JOSE CA)
IA
Issued 05/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/07/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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