Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santiago? Claim Your ProfileSantiago Ulloa is an investment advisor representative registered with WE Family Offices in Coral Gables, Florida. Santiago has been in the industry since 2007 and holds a Series 65 license. Santiago specializes in providing financial planning and portfolio management services for individuals and selecting other advisors. Santiago also has experience working with GenSpring Family Offices International LLC and GenSpring Family Offices, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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.
1
2
FL
12/03/2010 - Present
WE Family Offices (CORAL GABLES FL)
IA
Issued 11/17/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Santiago Ulloa is the right advisor for you? Invested Better is here to help.
