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Jacqueline Santana

American Portfolios Financial Services, Inc.

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About Jacqueline Santana

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.

Firm Information

Jacqueline Santana is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

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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Jacqueline Santana’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacqueline Santana.
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