Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paola? Claim Your ProfilePaola Santos is a financial advisor with Creative Planning, with over 13 years of experience in the financial services industry. Paola has a Series 6, Series 6TO, Series 26, and Series 65 licenses. Paola specializes in providing financial planning services to individuals, families, and businesses. Paola also offers portfolio management services. Paola is dedicated to helping clients achieve their financial goals.
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.
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
KS
12/17/2021 - Present
Creative Planning (OVERLAND PARK KS)
CO
11/28/2007 - 04/01/2020
STANCORP EQUITIES, INC. (DENVER CO)
CO
10/21/2002 - 10/30/2007
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
11/02/2000 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 01/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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