Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santiago? Claim Your ProfileSantiago Castro is an investment advisor representative for We Family Offices. Santiago Castro has been in the industry since 2010. Santiago Castro is licensed in Florida and is registered with the state of Florida. Santiago Castro passed the Uniform Investment Adviser Law Examination in April 2011. Santiago Castro has a specialization in providing financial planning and portfolio management services to 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.
Helps you choose top advisors aligned with your financial 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.
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.
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FL
05/06/2011 - Present
WE Family Offices (CORAL GABLES FL)
IA
Issued 04/19/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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