Alina Lee Santiago
Responsabile della Conformità presso Continuum Advisory LLC
Posizioni attive di Alina Lee Santiago
Società | Posizione | Inizio | Fine |
---|---|---|---|
Continuum Advisory LLC
Continuum Advisory LLC Investment ManagersFinance Continuum Advisory LLC is an independent registered investment advisor headquartered in Eagle, Idaho. The firm was founded in 2016 and is principally owned by Timothy S. Kerrigan, Brian J. Damiani and Michael A. Kelly. It offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Responsabile della Conformità | 01/04/2017 | - |
Storia della carriera di Alina Lee Santiago
Precedenti posizioni note di Alina Lee Santiago
Società | Posizione | Inizio | Fine |
---|---|---|---|
Transamerica Financial Advisors, Inc.
Transamerica Financial Advisors, Inc. Investment ManagersFinance Transamerica Financial Advisors, Inc. (TFA) is a dually registered investment advisor and broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1991 and is directly owned by AUSA Holding LLC, ultimately held by AEGON NV (NYSE: AEG, AMS: AGN), an international life insurance, pensions and asset management company based in The Netherlands. TFA provides investment advisory services to individuals, employer retirement plans, corporations or other businesses, trusts, estates and charitable organizations. | Corporate Officer/Principal | 01/09/2014 | 01/03/2017 |
National Planning Corp. (Florida)
National Planning Corp. (Florida) Investment ManagersFinance National Planning Corp. (Florida), also known as NPC Financial, is a financial services firm with 70 years of experience. The private company is based in Miami, FL. The company specializes in creating personalized financial strategies for individuals, families, and business owners to help them achieve their financial goals. The CEO of the company is Jeffrey E. Newman. | Corporate Officer/Principal | 01/11/2012 | 01/09/2014 |
Transamerica Financial Advisors, Inc.
Transamerica Financial Advisors, Inc. Investment ManagersFinance Transamerica Financial Advisors, Inc. (TFA) is a dually registered investment advisor and broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1991 and is directly owned by AUSA Holding LLC, ultimately held by AEGON NV (NYSE: AEG, AMS: AGN), an international life insurance, pensions and asset management company based in The Netherlands. TFA provides investment advisory services to individuals, employer retirement plans, corporations or other businesses, trusts, estates and charitable organizations. | Corporate Officer/Principal | 01/04/2006 | 01/11/2012 |
Formazione di Alina Lee Santiago
University of California, Los Angeles | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Corporate Officer/Principal | 3 |
Compliance Officer | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 4 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
---|---|
Continuum Advisory LLC
Continuum Advisory LLC Investment ManagersFinance Continuum Advisory LLC is an independent registered investment advisor headquartered in Eagle, Idaho. The firm was founded in 2016 and is principally owned by Timothy S. Kerrigan, Brian J. Damiani and Michael A. Kelly. It offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Finance |
Transamerica Financial Advisors, Inc.
Transamerica Financial Advisors, Inc. Investment ManagersFinance Transamerica Financial Advisors, Inc. (TFA) is a dually registered investment advisor and broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1991 and is directly owned by AUSA Holding LLC, ultimately held by AEGON NV (NYSE: AEG, AMS: AGN), an international life insurance, pensions and asset management company based in The Netherlands. TFA provides investment advisory services to individuals, employer retirement plans, corporations or other businesses, trusts, estates and charitable organizations. | Finance |
National Planning Corp. (Florida)
National Planning Corp. (Florida) Investment ManagersFinance National Planning Corp. (Florida), also known as NPC Financial, is a financial services firm with 70 years of experience. The private company is based in Miami, FL. The company specializes in creating personalized financial strategies for individuals, families, and business owners to help them achieve their financial goals. The CEO of the company is Jeffrey E. Newman. | Finance |
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