Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Javier Santos carro is an investment advisor representative associated with Raymond James Financial Services Advisors, Inc. Roberto has been active in the financial services industry since May 1, 2008. Roberto has been registered with the state of Puerto Rico since April 12, 2024 and Florida since April 16, 2024. Previously, Roberto worked with Herbert J. Sims & Co, Inc., Oriental Financial Services LLC, and Santander Securities. Roberto is licensed to provide financial planning, pension consulting, educational seminars, and portfolio management services for both businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PR
04/12/2024 - Present
Raymond James Financial Services Advisors, Inc. (Guaynabo PR)
PR
02/18/2020 - 04/12/2024
HERBERT J. SIMS & CO, INC. (GUAYNABO PR)
PR
03/03/2010 - 02/25/2020
ORIENTAL FINANCIAL SERVICES LLC (SAN JUAN PR)
MA
02/04/2008 - 12/04/2009
SANTANDER SECURITIES (BOSTON MA)
IA
Issued 12/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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