Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santo? Claim Your ProfileSanto Agostino is a registered representative with Osaic Wealth, Inc. Santo has over 40 years of experience in the financial services industry. Santo is registered in the states of Colorado, Connecticut, District of Columbia, Florida, Indiana, New Jersey, New York, Pennsylvania and Virginia. Santo holds the Series 6, 62, 63, 66 and 72 securities licenses. In addition, Santo holds the Series 66, 63, 72, and SIE exams. Santo has been with Osaic Wealth, Inc. since 2023. Prior to joining Osaic Wealth, Inc. Santo was a registered representative with FSC Securities Corporation for over 14 years.
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.
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.
1
2
NY
11/03/2023 - Present
Osaic Wealth, Inc. (HARTSDALE NY)
NY
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (HARTSDALE NY)
NY
04/27/1981 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (HARTSDALE NY)
NA
10/16/1980 - 05/24/1981
FIRST INVESTORS CORPORATION
BOTH
Issued 07/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/13/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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