Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fabio? Claim Your ProfileFabio Santos is a Registered Representative with Bolton Securities Corp. Fabio Santos has 12 years of experience in the securities industry. Fabio Santos has passed the Series 63, Series 66, Series 7, and SIE exams. Fabio Santos is registered to offer securities and investment advisory services in Connecticut, Delaware, District of Columbia, Florida, Illinois, Massachusetts, New Jersey, New York, and Wyoming. Fabio Santos was previously registered with MORGAN STANLEY, J.P. MORGAN SECURITIES LLC, and CITIGROUP GLOBAL MARKETS INC.. Fabio Santos is also the owner and manager of SCIOSOLIS, LLC, an entity created for accounting purposes to receive compensation derived from securities and investment advisory businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CT
04/26/2021 - Present
Bolton Securities Corp. (EASTON CT)
NY
08/17/2015 - 04/30/2019
MORGAN STANLEY (NEW YORK NY)
NY
06/13/2013 - 08/24/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
12/16/2008 - 03/14/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 03/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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