Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santiago? Claim Your ProfileSantiago Carranza is a financial advisor at Edward Jones. Santiago has been a registered representative since 1986 and has extensive experience in the financial services industry. Santiago is licensed to provide investment advice in multiple states including Texas, Colorado, Connecticut, Louisiana, Iowa, Arizona and Virginia. Santiago is also a Chartered Financial Consultant, and has a strong track record of helping individuals and families achieve their financial goals. Santiago is dedicated to providing his clients with personalized service and a comprehensive approach to financial planning. Santiago is passionate about helping his clients understand their financial situation and develop a plan to reach their goals.
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.
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.
See schedule d - miscellaneous
1
2
TX
02/03/2012 - Present
Edward Jones (KINGWOOD TX)
TX
07/22/2005 - 02/06/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
MI
04/01/1999 - 07/21/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
04/29/1998 - 02/16/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MI
10/21/1996 - 04/17/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
02/05/1990 - 07/24/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/23/1986 - 05/25/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/1997
Series 24 - General Securities Principal Examination
BC
Issued 04/29/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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