Unclaimed
Rodrigo Santamaria is a financial advisor with Ocean Financial Services, LLC in Miami, Florida. Rodrigo has over 14 years of experience in the financial industry. Rodrigo has licenses for securities, and has passed industry exams such as Series 7, Series 66, and Series 57TO. Rodrigo is also registered in 8 states. Previously, Rodrigo was employed by BCI Securities, INC. and Goldman Sachs & Co. LLC.
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.
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.
1
2
FL
07/22/2024 - Present
Ocean Financial Services, LLC (MIAMI FL)
FL
11/10/2021 - 09/15/2023
BCI SECURITIES, INC. (Miami FL)
NY
11/17/2008 - 02/26/2020
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BOTH
Issued 03/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rodrigo Santamaria is the right advisor for you? Invested Better is here to help.