Unclaimed
Luis Fernandez de Santaella is a registered representative of J.P. Morgan Securities LLC. Luis has been in the financial services industry since June 2021, and currently holds active registrations in New York and Texas. Luis has passed the Uniform Combined State Law Examination (Series 66). Luis has a diverse employment history including roles with JPMorgan Chase Bank, N.A. in Madrid, Cassiopea Partners in Milan, Andbank in Madrid, and University College London in London. Luis specializes in offering financial planning, pension consulting, and portfolio management services to a diverse clientele including high-net-worth individuals, corporations, and pension plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
12/18/2024 - Present
J.p. Morgan Securities LLC (New York NY)
Active
Inactive
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