Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santiago? Claim Your ProfileSantiago Bonells is an investment advisor representative for Santander Securities LLC with over 7 years of experience in the financial industry. Santiago has been registered in Florida as well as all other states since 2022 and specializes in providing financial planning, portfolio management for individuals and businesses. Prior to joining Santander Securities, Santiago was a financial advisor with MORGAN STANLEY for 7 years. Santiago holds the Series 66, Series 7 and SIE exams.
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.
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2
FL
04/04/2022 - Present
Santander Securities LLC (Coconut Grove FL)
FL
08/04/2014 - 03/30/2022
MORGAN STANLEY (Fort Lauderdale FL)
BOTH
Issued 09/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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