Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santiago? Claim Your ProfileSantiago Copello is a financial advisor with over 18 years of experience in the financial industry. Santiago has held a variety of roles at different firms including Insingneo Securities, LLC, ITA Financial Services, LLC and Global Strategic Investments, LLC. Santiago is currently registered with Boreal Capital Management LLC, an investment advisor with over $1 billion in assets under management. Santiago specializes in portfolio management for individuals, businesses and pooled investment vehicles. Santiago is committed to providing his clients with personalized financial advice and guidance to help them achieve 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.
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.
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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2
FL
01/09/2025 - Present
Boreal Capital Management LLC (Key Biscayne FL)
FL
08/23/2018 - 11/30/2020
INSIGNEO SECURITIES, LLC (MIAMI FL)
FL
01/20/2011 - 12/13/2012
ITA FINANCIAL SERVICES, LLC (MIAMI FL)
NY
02/17/2009 - 12/31/2010
GLOBAL STRATEGIC INVESTMENTS, LLC (BROOKLYN NY)
FL
08/25/2003 - 02/19/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
MO
07/01/2003 - 08/27/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/03/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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