Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santiago? Claim Your ProfileSantiago Tolomei is a financial advisor associated with Insigneo Advisory Services, LLC. Santiago holds the Series 7 and SIE licenses. Santiago has over 13 years of experience in the financial industry. Santiago’s areas of focus include portfolio management for individuals, businesses, and pooled investment vehicles. Santiago specializes in providing financial advice to high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth individuals. Santiago also holds the Chartered Financial Analyst (CFA) designation.
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.
Consolidation of financial reports and consulting services
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.
Rebates/trailer fees
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2
NA
05/26/2023 - Present
Insigneo Advisory Services, LLC (Montevideo )
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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