Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santiago? Claim Your ProfileSantiago Gonzalez is a financial advisor at Voya Financial Advisors, Inc. in Murrieta, CA. Santiago has been in the industry since January 2021 and specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Santiago holds the Series 7, 63, and 65 licenses. Santiago is a registered representative of Voya Financial Advisors, Inc., a registered investment adviser.
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.
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.
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
10/09/2023 - Present
Voya Financial Advisors, Inc. (Murrieta CA)
CO
06/10/2022 - 05/12/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CA
06/01/2021 - 05/14/2022
J.P. MORGAN SECURITIES LLC (SAN MARCOS CA)
CA
03/06/2020 - 01/13/2021
WELLS FARGO CLEARING SERVICES, LLC (TEMECULA CA)
IA
Issued 02/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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