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Sergio Santana is a financial advisor professional located in Weston, FL. They specialize in financial advisory.
Sergio Santana - Lpl Financial Llc holds an active professional license (FINRA CRD) for your protection.
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Sergio Santana is a financial advisor based in Weston, Florida, operating through LPL Financial LLC. He holds a FINRA CRD license (number 8115777), which authorizes him to provide securities and investment advisory services. LPL Financial is one of the largest independent broker-dealers in the United States, offering a range of financial planning and investment management solutions to clients.
Sergio Santana's FINRA CRD license means he is registered with the Financial Industry Regulatory Authority and operates under FINRA oversight. This credential signals that he has met regulatory requirements to offer securities brokerage and investment advisory services to clients. FINRA registration involves background checks and compliance with strict industry standards. As a licensed financial advisor, he is bound by fiduciary and suitability obligations when recommending investments or managing client accounts.