Juan SantiniCRD Number: 6737253
Current Firm: Wells Fargo Clearing Services, LLC
Juan Santini (CRD# 6737253) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Waltham, MA and has over 4 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Wells Fargo Clearing Services, LLC||Waltham, MA||Jun 2018 - Current||3|
|Income Research + Mangement||Boston, MA||May 2017 - May 2018||1|
|Fisher Investments||Camas, WA||Aug 2016 - Apr 2017||< 1|
|Various Schools||Boston, MA||Dec 2006 - May 2016||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2017|
|S63||Uniform Securities State Law Examination||Oct 2018|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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