Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santi? Claim Your ProfileSanti Nallapaneni is a financial advisor with Ameriprise Financial Services, LLC. Santi has been in the financial services industry since 2003. Santi provides financial planning and portfolio management services to individuals, corporations, and trusts. Santi's clients benefit from his experience and knowledge of the financial markets. Santi holds a Series 63 and 65 licenses, as well as a Series 7 and SIE licenses. Santi has been registered with Ameriprise Financial Services, LLC since 2011. Prior to that, Santi was registered with Chase Investment Services Corp. and Citigroup Global Markets 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.
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.
Asset allocation services
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.
1
2
OH
01/12/2011 - Present
Ameriprise Financial Services, LLC (Canfield OH)
OH
02/23/2009 - 01/18/2011
CHASE INVESTMENT SERVICES CORP. (BOARDMAN OH)
OH
12/19/2002 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (YOUNGSTOWN OH)
IA
Issued 01/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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