Carlos Recao Santana
Founder at R3 CAPITAL, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Houston, Texas, United States, US
Languages
-
English Full professional proficiency
-
Spanish Native or bilingual proficiency
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Series 63 - Uniform Securities Agent State Law Examination
FINRAMay, 2020- Nov, 2024 -
Series 7 - General Securities Representative Examination
FINRAMar, 2020- Nov, 2024 -
SIE - Securities Industry Essentials Examination
FINRAJan, 2020- Nov, 2024 -
Series 65 - Uniform Investment Adviser Law Examination
FINRAApr, 2019- Nov, 2024 -
General Lines
Texas Department of InsuranceJun, 2015- Nov, 2024
Experience
-
R3 CAPITAL, LLC
-
United States
-
1 - 100 Employee
-
Founder
-
Jan 2019 - Present
-
-
-
Savvly
-
United States
-
Financial Services
-
1 - 100 Employee
-
Head of Sales
-
Sep 2023 - Present
-
-
-
Cetera Investment Services LLC
-
United States
-
Financial Services
-
200 - 300 Employee
-
Sr. Wealth Advisor
-
Feb 2020 - Present
-
-
-
Centric Wealth
-
United States
-
Financial Services
-
1 - 100 Employee
-
Head of Sales - IAR
-
Apr 2019 - Feb 2020
-
-
-
Ohio National Financial Services
-
United States
-
Financial Services
-
300 - 400 Employee
-
VP of Sales - Advisor
-
Feb 2016 - Jan 2019
-
-
-
AIG
-
United States
-
Insurance
-
700 & Above Employee
-
Financial Professional
-
Apr 2015 - Jan 2016
-
-
-
International Total Support
-
Venezuela
-
Insurance
-
1 - 100 Employee
-
Financial Professional
-
Jul 2007 - Apr 2015
-
-
Education
-
University of Houston-Downtown
Bachelor's degree, Business / International Markets Concentration
Community
You need to have a working account to view this content.
Click here to join now