Mauricio Santos, financial advisor Honolulu HI

Mauricio Santos

CRD Number: 5048622
Current Firm: Cetera Advisor Networks LLC

Mauricio Santos (CRD# 5048622) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Honolulu, HI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Latitude Wealth Management, Llc Dba Latitude Wealth Management, Honolulu, HI Jul 2016 - Current 5
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 8
Financial Network Nvestment Corp El Segundo, CA Oct 2009 - Dec 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Mauricio J. Santos
Phone Number: 310-326-3100
Registered State(s):
  • HI
  • TX
By the Numbers
  • Total Assets Under Management
    25,817
    MILLIONS
  • Total Number of Accounts
    81,004
    ACCOUNTS
  • Average Account Value
    $318,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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