Unclaimed
Erasmo Salinas is a financial advisor with over 20 years of experience in the industry. Erasmo is currently registered with Sanctuary Advisors, LLC and has previously worked with Wells Fargo Clearing Services, LLC and Chase Investment Services Corp. Erasmo holds a Series 6, 7, 63, and 65 license, as well as the SIE certification. He specializes in working with individuals, corporations, and pension plans. Erasmo is committed to helping his clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
TX
06/11/2021 - Present
Sanctuary Advisors, LLC (McAllen TX)
TX
12/16/2010 - 06/17/2021
WELLS FARGO CLEARING SERVICES, LLC (MCALLEN TX)
TX
04/21/2005 - 12/16/2010
CHASE INVESTMENT SERVICES CORP. (MCALLEN TX)
GA
04/08/2002 - 03/16/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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