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Santrissa Lachan Pitts

Cetera Financial Specialists LLC

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About Santrissa Lachan Pitts

Santrissa Pitts is a financial advisor with over 15 years of experience in the industry. Santrissa is currently registered with Cetera Financial Specialists LLC in Illinois. Santrissa has also previously been employed by Charles Schwab & Co., Inc. in Florida. Santrissa holds Series 7 and Series 63 licenses and is a licensed securities agent in Florida and Illinois. Santrissa is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Santrissa Pitts is currently registered with Cetera Financial Specialists LLC. Cetera Financial Specialists LLC is a Limited Liability Company formed on October 31, 2012, and is registered in all 50 states plus the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Santrissa Pitts’s Registration & Firm History

IL

01/07/2014 - Present

Cetera Financial Specialists LLC (BARTLETT IL)

FL

12/09/2008 - 08/13/2013

CHARLES SCHWAB & CO., INC. (ORLANDO FL)

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Licenses & Designations

BC

Issued 07/13/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Santrissa Lachan Pitts.
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