Alina Lee Santiago
Compliance Officer bij Continuum Advisory LLC
Profiel
Alina Lee Santiago is currently the Chief Compliance Officer at Continuum Advisory LLC since 2017.
Prior to this, she worked as an Advisory Services Analyst at Transamerica Financial Advisors, Inc. from 2006 to 2012, and as an Advisory Operations Manager at National Planning Corp.
(Florida) from 2012 to 2014.
She also worked as a Manager at Transamerica Financial Advisors, Inc. from 2014 to 2017.
Ms. Santiago completed her undergraduate degree from the University of California, Los Angeles in 2006.
Actieve functies van Alina Lee Santiago
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Compliance Officer | 01-04-2017 |
Eerdere bekende functies van Alina Lee Santiago
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 01-03-2017 |
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 | 01-09-2014 |
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 | 01-11-2012 |
Opleiding van Alina Lee Santiago
| University of California, Los Angeles | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 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 |
