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Jaime R Santiago echandi

Fsam LLC

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About Jaime R Santiago echandi

Jaime Santiago echandi is a financial advisor currently registered with Fsam LLC. Jaime has been in the industry since March 14, 1998. Jaime is also registered with the following states: Connecticut, Florida, Maryland, Massachusetts, Michigan, New Jersey, North Carolina, Ohio, Puerto Rico, South Carolina, Texas, and Virginia. Previous firms where Jaime was employed include: FIRST SOUTHERN SECURITIES, LLC., SANTANDER SECURITIES LLC, SANTANDER SECURITIES and POPULAR SECURITIES, INC. Jaime holds the Series 66, SIE and Series 7 licenses.

Firm Information

Jaime Santiago echandi is currently registered with Fsam LLC. Fsam LLC is an investment advisor headquartered in ALPHARETTA, GA, with a total of 13 registered representatives. They manage approximately $71,457,869 in regulatory assets under management for a total of 171 clients. Fsam LLC primarily serves individuals, corporations, pension and profit sharing plans, charitable organizations, and high-net-worth individuals. Their advisory services include portfolio management for individuals and selection of other advisers.
Fsam LLC

1720 WINDWARD CONCOURSE

ALPHARETTA, GA 30005

$71.46M

Assets Under Management

Not reported

Total Clients

16

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Jaime Santiago echandi’s Registration & Firm History

PR

04/25/2018 - Present

Fsam LLC (GUAYNABO PR)

PR

01/25/2018 - 02/20/2018

FIRST SOUTHERN SECURITIES, LLC. (GUAYNABO PR)

PR

07/13/2009 - 02/12/2018

SANTANDER SECURITIES LLC (San Juan PR)

MA

07/14/2006 - 07/02/2009

SANTANDER SECURITIES (BOSTON MA)

PR

03/05/1998 - 07/14/2006

POPULAR SECURITIES, INC. (SAN JUAN PR)

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Licenses & Designations

BOTH

Issued 07/19/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 24 public disclosures for Jaime R Santiago echandi. Review regulatory record here.
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