Unclaimed
Inaki Gordo Santos is a financial advisor who has been working in the financial industry since 2016. He is currently registered as a registered representative with Santander Securities LLC in Florida. Inaki Gordo Santos has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and BNP Paribas Investment Services, LLC. Inaki Gordo Santos holds the Series 7, Series 66 and SIE licenses and provides financial planning, portfolio management for individuals and businesses, and selection of other advisors services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/01/2022 - Present
Santander Securities LLC (Coconut Grove FL)
FL
02/26/2015 - 03/06/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
12/16/2013 - 11/03/2014
BNP PARIBAS INVESTMENT SERVICES, LLC (MIAMI FL)
BOTH
Issued 03/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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