Unclaimed
Santiago Cevallos is a financial professional with over 10 years of experience in the industry. Santiago is currently registered with Insigneo Securities, LLC in Houston, Texas. Santiago has previously worked with PNC INVESTMENTS, BBVA SECURITIES INC. and J.P. MORGAN SECURITIES LLC. Santiago holds the Series 6, Series 63, and SIE licenses. Santiago is registered with the state of Texas.
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.
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.
1
2
TX
12/12/2023 - Present
Insigneo Securities, LLC (Houston TX)
TX
11/15/2021 - 11/30/2023
PNC INVESTMENTS (HOUSTON TX)
TX
12/09/2015 - 10/08/2021
BBVA SECURITIES INC. (HOUSTON TX)
TX
10/04/2013 - 10/29/2015
J.P. MORGAN SECURITIES LLC (CYPRESS TX)
BC
Issued 10/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Santiago Cevallos is the right advisor for you? Invested Better is here to help.