Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santo? Claim Your ProfileSanto Blumke is a financial advisor in Rocky River, Ohio, working with Citizens Securities, Inc. Santo has been working in the financial services industry since September 1997. Santo works with individuals and corporations. Santo's firm manages assets between $1 billion and $10 billion. Santo has obtained licenses for securities and investment advisory related activities in Michigan.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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MI
08/11/2022 - Present
Citizens Securities, Inc. (CLINTON TOWNSHIP MI)
MI
09/24/2020 - 07/25/2022
FIFTH THIRD SECURITIES, INC. (TROY MI)
MI
02/18/2020 - 09/22/2020
THE HUNTINGTON INVESTMENT COMPANY (BIRMINGHAM MI)
MI
02/27/2019 - 02/11/2020
AVANTAX INVESTMENT SERVICES, INC. (Rochester MI)
MI
01/11/2019 - 02/27/2019
CONCORDE INVESTMENT SERVICES, LLC (Rochester Hills MI)
VA
10/18/2017 - 12/14/2018
SPIRE SECURITIES, LLC (MCLEAN VA)
MI
12/01/2016 - 10/26/2017
FSC SECURITIES CORPORATION (Rochester MI)
MI
11/25/2013 - 10/19/2016
J.P. MORGAN SECURITIES LLC (ROCHESTER MI)
MI
05/07/2013 - 11/18/2013
WELLS FARGO ADVISORS, LLC (EAST LANSING MI)
MI
04/13/2012 - 05/07/2013
SII INVESTMENTS, INC. (TROY MI)
MI
04/18/2011 - 04/23/2012
LPL FINANCIAL LLC (TROY MI)
MI
07/15/2010 - 02/24/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
MI
06/05/2009 - 07/15/2010
NRP FINANCIAL, INC. (TROY MI)
NJ
07/16/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MI
01/11/2002 - 07/27/2007
CITIGROUP GLOBAL MARKETS INC. (TROY MI)
NJ
03/18/1997 - 01/28/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 07/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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