Sam Santiago
Wealth Management Advisor at Merrill Lynch Wealth Management at Merrill Lynch
- Role
- Merrill Lynch
- Location
- North Brunswick, NJ, US
- LinkedIn followers
- 500 followers
About Sam Santiago
Sam Santiago is someone who, first and foremost, can meet with you regularly and take the time to understand who you are, what you hope to achieve, and what keeps you up at night. Sam can then put his financial experience to work, sorting through those complexities and offering financial insights and strategies to help you manage your financial life and move confidently towards your goals.Sam is unique in the sense that he uses science and technology to determine financial behavior on your end. Sam has been in the financial industry for 20 years and counting. He focuses on primarily individuals and businesses.
Experience
Present
Skills
- Credit
- Financial Planning
- Mortgage Lending
- Financial Analysis
- Equities
- Finance
- Wealth Management
- Loan Origination
- Financial Services
- Securities
- Investment Advisory
- Series 66
- High Net Worth Individuals
- Portfolio Management
- Series 7
- Loans
- Wealth Management Services
- Asset Management
- Relationship Management
- Asset Allocation
- Banking
- Mutual Funds
- Private Banking
- Investments
- Financial Advisory
- Uniform Combined State Law
- Retirement Planning
- Finra
- Commercial Lending
- Fixed Income
- Strategic Financial Planning
- Credit Analysis
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