Unclaimed
Jacqueline Santana is a registered representative with American Portfolios Financial Services, Inc. Jacqueline has been in the financial services industry since 2004. Jacqueline has held previous positions with The Investment Center, Inc. and PGP Financial, Inc.. Jacqueline holds Series 6, Series 63 and SIE licenses. Jacqueline is registered to conduct business in 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.
1
2
NY
09/09/2016 - Present
American Portfolios Financial Services, Inc. (HAUPPAUGE NY)
NY
03/17/2008 - 05/06/2016
THE INVESTMENT CENTER, INC. (EAST ISLIP NY)
NY
05/24/2005 - 07/26/2006
PGP FINANCIAL, INC. (GREAT RIVER NY)
NY
02/08/2001 - 12/09/2003
DREYFUS SERVICE CORPORATION (NEW YORK NY)
BC
Issued 02/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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