Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santiago? Claim Your ProfileSantiago Avila Bretado is an investment advisor representative at City National Securities, Inc. Santiago has been in the industry since December 6, 1992. Previously, Santiago worked at several firms, including Cetera Advisor Networks LLC and VSR Financial Services, Inc. Santiago has passed the Financial and Operations Principal Examination, the Securities Industry Essentials Examination, and the Operations Professional Examination. Santiago is registered with FINRA and City National Securities, Inc. Santiago specializes in Retirement Planning, Investment Management, and Estate 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.
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
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2
CA
10/30/2018 - Present
City National Securities, Inc. (LOS ANGELES CA)
CA
01/21/2016 - 10/16/2018
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
01/21/2016 - 10/16/2018
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
01/21/2016 - 10/16/2018
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
01/21/2016 - 10/16/2018
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
01/21/2016 - 10/16/2018
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
01/21/2016 - 10/16/2018
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
01/21/2016 - 11/01/2017
GIRARD SECURITIES, INC. (EL SEGUNDO CA)
CA
01/21/2016 - 01/09/2017
VSR FINANCIAL SERVICES, INC. (el segundo CA)
CA
01/21/2016 - 12/31/2016
LEGEND EQUITIES CORPORATION (El Segundo CA)
CA
01/21/2016 - 12/19/2016
INVESTORS CAPITAL CORP. (EL SEGUNDO CA)
CA
12/14/2009 - 02/07/2014
BANC OF MANHATTAN CAPITAL (WOODLAND HILLS CA)
CA
10/17/1996 - 10/29/2008
COUNTRYWIDE SECURITIES CORPORATION (CALABASAS CA)
NY
02/23/1994 - 06/13/1996
CANTOR FITZGERALD & CO. (NEW YORK NY)
CA
05/11/1989 - 01/07/1994
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BC
Issued 05/10/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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