Ronaldo Santos, financial advisor Rancho Cucamonga CA
96 score

Ronaldo Santos

CRD Number: 4569993
Current Firm: Mml Investors Services, LLC

Ronaldo Santos (CRD# 4569993) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rancho Cucamonga, CA and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services, LLC Rancho Cucamonga, CA Mar 2017 - Current 1
Metropolitan Life Insurance Company Scottsdale, AZ Feb 2005 - Current 13
Metlife Securities Inc. Scottsdale, AZ Feb 2005 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Ronaldo E. Santos
Phone Number: (413)737-8400
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    25,618
    MILLIONS
  • Total Number of Accounts
    157,759
    ACCOUNTS
  • Average Account Value
    $162,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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