Abel Santana
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
2 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Abel Santana? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Citizens Securities, Inc.Feb 2025 to now
- J.P. Morgan Securities LLCFeb 2023 to Feb 2025
- JPMorgan Chase Bank, N.A.Dec 2022 to Feb 2023
- Mutual of Omaha Ins CoApr 2019 to Nov 2022
- Mutual of Omaha Investor Services, IncJan 2018 to Nov 2022
- Mutual of OmahaFeb 2017 to Nov 2022
- Genesis BarbershopMar 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6906788
- Firm CRD
- 39550