Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santiago? Claim Your ProfileSantiago Vidales hildebrandt is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Santiago has been in the industry since 2018 and holds a Series 66 license, as well as Series 7 and Series 7TO licenses. Santiago is registered to provide investment advice in Florida, Massachusetts and Texas. Santiago previously worked at UBS FINANCIAL SERVICES INC. in Houston, TX. Santiago has a wide range of experience in the financial services industry, including investment banking, private banking, and wealth management. Santiago is committed to providing personalized financial advice and investment management services to individuals, families, and businesses. Santiago is passionate about helping clients 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
03/17/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
10/22/2018 - 03/25/2019
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
BOTH
Issued 03/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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