Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Santamaria is a Managing Partner and Chief Investment Officer at Fundamental Investment Services, LLC. Jose has over 13 years of experience in the financial services industry. Jose has a wide range of experience in both the broker-dealer and investment advisory industries. Jose holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Jose is also registered as an Investment Advisor Representative in New York and Florida.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Financial consulting and asset allocation advisory services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
06/12/2024 - Present
Fundamental Investment Services, LLC (NEW YORK NY)
NY
08/18/2014 - 06/02/2021
BBVA SECURITIES INC. (NEW YORK NY)
NY
09/16/2011 - 07/02/2014
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
10/01/2008 - 09/23/2010
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
03/05/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 01/31/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jose Santamaria is the right advisor for you? Invested Better is here to help.
