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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santiago? Claim Your ProfileSantiago Felipe Reyvallarino is an investment advisor representative with Sanctuary Advisors, LLC. Santiago Felipe Reyvallarino is also a registered investment advisor in Florida. Santiago Felipe Reyvallarino has been working in the financial services industry since 2007. Santiago Felipe Reyvallarino has held positions at J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., and Sanctuary Advisors, LLC. Santiago Felipe Reyvallarino holds a Series 7, Series 63, and Series 65 license. Santiago Felipe Reyvallarino is also a founding member of Acorde Inversiones.
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.
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.
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2
FL
04/26/2022 - Present
Sanctuary Advisors, LLC (Miami FL)
NY
10/01/2008 - 08/05/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/15/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 04/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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