Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yasmani? Claim Your ProfileYasmani Santana is a registered investment advisor representative with Charles Schwab & CO., Inc., a firm with more than $50 billion in assets under management. Yasmani Santana has been in the industry since 2011 and is licensed to provide financial advice in Arizona, California, Colorado, Florida, and Texas.
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.
Wrap fee program sponsor and financial planning advisor referral 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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
11/30/2011 - Present
Charles Schwab & CO., Inc. (Orlando FL)
NE
09/12/2022 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 11/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/07/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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