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Ines Santiago lopez

Truist Investment Services, Inc.

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About Ines Santiago lopez

Ines Santiago Lopez is a financial advisor with Truist Investment Services, Inc. in Orlando, FL. She is registered in 50 states and has been in the industry since 2010.

Firm Information

Ines Santiago lopez is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Ines Santiago lopez’s Registration & Firm History

FL

01/15/2016 - Present

Truist Investment Services, Inc. (ORLANDO FL)

FL

07/11/2013 - 01/12/2016

INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)

FL

08/04/2014 - 12/10/2014

IAA FINANCIAL LLC (Orlando FL)

PR

06/21/2010 - 09/05/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GUAYNABO PR)

NJ

09/14/2009 - 06/22/2010

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

PR

09/14/2009 - 06/22/2010

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)

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Licenses & Designations

BC

Issued 07/27/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Ines Santiago lopez. Review regulatory record here.
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