Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santiago? Claim Your ProfileSantiago Ortega is a financial advisor who has been in the industry since 2014. Santiago is currently registered with The Huntington Investment Co. in FISHERS, IN. Santiago has a Series 6 and Series 63 license, and is also a registered representative with FINRA. Prior to joining The Huntington Investment Co., Santiago worked at J.P. MORGAN SECURITIES LLC in INDIANAPOLIS, IN. Santiago's areas of expertise include investments, insurance and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
07/08/2022 - Present
THE Huntington Investment Co. (FISHERS IN)
IN
03/25/2014 - 07/05/2022
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
BC
Issued 04/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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