Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Imelda? Claim Your ProfileImelda Santiago is a financial professional with over 15 years of experience in the industry. Imelda is currently registered with J.P. Morgan Institutional Investments Inc. and has previously held positions at J.P. Morgan Securities LLC, Citigroup Global Markets Inc., and Credit Suisse Securities (USA) LLC. Imelda holds a Series 63, Series 7, Series 99TO, and SIE license and is registered with the state of New York.
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.
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.
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2
NY
04/20/2022 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
11/11/2015 - 04/14/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/10/2007 - 09/05/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/28/2005 - 09/18/2007
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 12/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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