Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Santos is a financial advisor at Equitable Advisors, LLC, where he has been working since April 2005. Paul has over 20 years of experience in the financial services industry, starting his career in 2002. Paul has a Series 6 license and holds the Series 6 license. He has worked with a variety of clients including individuals, corporations, and charitable organizations. Paul has a strong track record of success and is committed to helping his 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
NJ
04/14/2005 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
IL
11/04/2003 - 03/22/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
01/21/2003 - 04/14/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
03/14/2002 - 01/02/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/14/2002 - 01/02/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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