Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santiago? Claim Your ProfileSantiago J. Torres is a financial advisor with Truist Advisory Services, Inc. Santiago has been in the financial services industry since 2009 and has experience working with BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC. and PNC INVESTMENTS. Santiago holds the Series 6, 7, 63 and 65 licenses. Santiago works out of the firm's Wyomissing, PA office and can help individuals, businesses, and families meet their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
1
2
PA
08/13/2024 - Present
Truist Advisory Services, Inc. (WYOMISSING PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
03/07/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WYOMISSING PA)
PA
09/29/2010 - 07/15/2016
PNC INVESTMENTS (WILLOW STREET PA)
NJ
04/22/2009 - 09/10/2010
CHASE INVESTMENT SERVICES CORP. (EWING NJ)
IA
Issued 07/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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