Unclaimed
Santiago Quintero is an active broker-dealer representative registered with FINRA since January 28, 2014, with a current employment at Goldman Sachs & Co. LLC. Santiago is licensed in 53 states, Puerto Rico, and the Virgin Islands. Santiago offers portfolio management for individuals, businesses, and pooled investment vehicles and provides financial planning, educational seminars, and publication of periodicals. Santiago has successfully passed the Series 63, Series 79, and the SIE exams.
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.
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.
Earned based on transactions or products sold.
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.
Execution charges, custody, management fee
1
2
NY
01/28/2014 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
BC
Issued 01/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Santiago Quintero is the right advisor for you? Invested Better is here to help.