Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santiago? Claim Your ProfileSantiago Agudelo is an investment advisor representative registered in Florida and several other states, working with clients across the United States. Santiago has over eight years of experience in the financial services industry, having worked with a variety of firms, including Merrill Lynch, J.P. Morgan Securities, and Wells Fargo Clearing Services. Currently, Santiago is affiliated with Citigroup Global Markets Inc. Santiago's primary focus is on providing investment advice and wealth management services for individuals, corporations, and pension plans. His expertise includes asset allocation, portfolio management, and financial planning.
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.
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 advice
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
FL
01/17/2025 - Present
Citigroup Global Markets Inc. (Coral Springs FL)
FL
05/12/2021 - 10/19/2022
WELLS FARGO CLEARING SERVICES, LLC (CORAL SPRINGS FL)
FL
01/07/2020 - 03/17/2021
J.P. MORGAN SECURITIES LLC (MIAMI SPRINGS FL)
NJ
09/28/2017 - 01/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLIFTON NJ)
BOTH
Issued 01/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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