Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Florentino? Claim Your ProfileFlorentino Esteban Chapa is a financial advisor with Sanctuary Advisors, LLC. Florentino has been in the financial services industry since 2004. Florentino is registered with the state of Texas as an Investment Advisor Representative. Florentino has been registered with the state of Texas as a Registered Representative since 2011 and was previously registered with Wells Fargo Clearing Services, LLC and Chase Investment Services Corp. Florentino is also a member of Casas M & T LLC, a real estate rental company, and EXCELSIS HOLDINGS, L.L.C., a real estate investment company. Florentino is also a Life Insurance Referrer for Briscoll Investments LLC. Sanctuary Advisors, LLC is an investment advisor firm that provides financial planning, portfolio management, pension consulting, educational seminars and selection of other advisors. Sanctuary Advisors, LLC has approximately $22,024,300,000 in regulatory assets under management.
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.
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2
TX
06/11/2021 - Present
Sanctuary Advisors, LLC (McAllen TX)
TX
01/03/2011 - 06/17/2021
WELLS FARGO CLEARING SERVICES, LLC (MCALLEN TX)
TX
12/07/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MCALLEN TX)
TX
03/10/2004 - 11/22/2010
CHASE INVESTMENT SERVICES CORP. (MCALLEN TX)
BOTH
Issued 01/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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