Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Santana is a financial advisor with Arete Wealth Management, LLC in Los Angeles, California. Sarah has been in the financial services industry since 2010 and has a strong background in securities and investments. Sarah is registered with FINRA and holds Series 7 and Series 66 licenses.
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.
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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CA
08/19/2024 - Present
Arete Wealth Management, LLC (Los Angeles CA)
CA
08/02/2019 - 05/16/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Atascadero CA)
CA
05/24/2010 - 08/07/2019
EDWARD JONES (MORRO BAY CA)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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