Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sammy? Claim Your ProfileSammy Santacruz is a financial advisor with Ally Invest Advisors. Sammy has been in the industry since January 11, 2015 and has a strong track record of providing financial advice to individuals and high-net-worth clients. Sammy's current role involves servicing Ally Invest customers who may hold self-directed or advisory accounts. Sammy is registered with the state of Florida and is licensed to offer financial planning and portfolio management services.
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.
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.
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2
NC
11/24/2021 - Present
Ally Invest Advisors (CHARLOTTE NC)
FL
09/05/2019 - 08/24/2021
MORGAN STANLEY (Aventura FL)
FL
02/06/2015 - 05/17/2019
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
01/29/2014 - 07/14/2014
EFG CAPITAL INTERNATIONAL (MIAMI FL)
BOTH
Issued 08/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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