Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santiago? Claim Your ProfileSantiago M. Alonso is a financial advisor at Morgan Stanley with over 10 years of experience in the industry. Santiago has experience in securities and investment advisory services. Santiago is licensed to conduct business in 36 states and holds a Series 66, Series 7 and SIE licenses. Santiago is also registered to conduct business as an investment advisor in Florida and Texas. Santiago's expertise spans a range of client types including individuals, high-net-worth individuals, insurance companies, charitable organizations, investment companies, pension and profit-sharing plans, corporations, banking and thrift institutions, and state or municipal government entities. Santiago is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial 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.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/02/2020 - Present
Morgan Stanley (Aventura FL)
FL
12/02/2014 - 09/22/2015
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
BOTH
Issued 08/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Santiago Alonso is the right advisor for you? Invested Better is here to help.
