Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santiago? Claim Your ProfileSantiago Huerta is a financial advisor with LPL Financial LLC, a firm that provides investment advice and financial planning services to individuals, businesses, and institutions. Santiago has been working in the financial industry since 2013 and is registered with the state of California as both a broker-dealer and an investment advisor representative. Santiago is also licensed to sell securities and variable insurance products. Santiago's experience includes working with clients on a variety of financial planning needs, including retirement planning, college savings, and estate planning. Santiago's commitment to providing clients with personalized financial advice and guidance has helped to make him a successful advisor.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
12/12/2018 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
04/09/2013 - 12/04/2018
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
IA
Issued 06/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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