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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Felipe Santos is a financial advisor with over 20 years of experience. Don is currently registered with Empower Advisory Group, LLC and holds licenses in New York. Don has a strong background in financial services, having previously worked with TIAA-CREF Individual & Institutional Services, LLC, Prudential Insurance Company of America, Prudential Investment Management Services LLC, and GWFS Equities, Inc. Don has a wide range of experience in financial planning, portfolio management, and educational seminars, and specializes in providing financial advice to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
10/22/2024 - Present
Empower Advisory Group, LLC (Fresh Meadows NY)
Active
Inactive
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