Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Santiago is a financial professional with over 20 years of experience in the financial services industry. Ryan is currently registered with City National Securities, Inc. and specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisers. Ryan has been with City National Securities, Inc. since October 2022. Prior to that, Ryan worked at various firms including Electronic Transaction Clearing, Inc., Apex Clearing Corporation, Wedbush Securities Inc., Livevol Securities, Inc., Newedge USA, LLC, FIMAT PREFERRED LLC, PreferredTrade, Inc., EBONDTRADE, BANC OF AMERICA INVESTMENT SERVICES, INC., BA INVESTMENT SERVICES, INC. and Waterhouse Securities, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
1
2
CA
10/11/2022 - Present
City National Securities, Inc. (LOS ANGELES CA)
TX
05/18/2021 - 10/20/2022
ELECTRONIC TRANSACTION CLEARING, INC. (DALLAS TX)
TX
05/13/2021 - 10/20/2022
APEX CLEARING CORPORATION (DALLAS TX)
CA
12/08/2014 - 05/14/2021
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
CA
10/10/2012 - 12/01/2014
LIVEVOL SECURITIES, INC. (SAN FRANCISCO CA)
CA
01/01/2007 - 07/06/2009
NEWEDGE USA, LLC (SAN FRANCISCO CA)
CA
07/01/2005 - 01/03/2007
FIMAT PREFERRED LLC (SAN FRANCISCO CA)
CA
01/19/2001 - 07/01/2005
PREFERREDTRADE, INC. (SAN FRANCISCO CA)
CA
04/27/2000 - 09/08/2000
EBONDTRADE (WALNUT CREEK CA)
MA
07/12/1999 - 08/19/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
04/17/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NE
05/01/1996 - 02/24/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
IA
Issued 08/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2012
Series 99 - Operations Professional Examination
BC
Issued 02/13/2003
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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