Mauricio Jorge Melo Santos

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2016 → Present
  Latitude Wealth Management, Llc Dba Latitude Wealth Management,
  Honolulu, HI
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-08-19 → 2009-10-23
  Signator Investors, Inc.
  Honolulu, HI

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE INVESTMENT RELATED: NO ADDRESS: SAME AS BRANCH NATURE OF BUSINESS: INSURANCE POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE START DATE: APPROX. NUMBER OF HOURS PER MONTH: APPROX. NUMBER OF HOURS DURING TRADING HOURS: BRIEF DESCRIPTION OF DUTIES: SELLS, LIFE, ANNUITIES AND LONG TERM CARE INSURANCE 2. NAME OF OTHER BUSINESS: LATITUDE WEALTH MANAGEMENT, LLC DBA LATITUDE WEALTH MANAGEMENT, LLC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/15/2016 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 HOURS APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS. 3. NAME OF OTHER BUSINESS: REAL ESTATE RENTAL; INVESTMENT RELATED: NO; ADDRESS: 7000 HAWAII KAI DR. APT 2402 HONOLULU, HI 96825; NATURE OF BUSINESS: REAL ESTATE; START DATE: 5/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: APARTMENT RENTAL; 4. NAME OF OTHER BUSINESS: LATITUDE WEALTH ENTERPRISE, LLC ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE HOLDING COMPANY; START DATE: 1/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE HOLDING COMPANY, FILING AND PAYING TAXES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-07
• S63 Uniform Securities Agent State Law Examination
  2006-06-19