Unclaimed
Stephanie Marie Otero-santiago is a financial advisor with Equitable Distributors, LLC. Stephanie is registered to provide investment advice in Puerto Rico. Stephanie is Series 6 and SIE licensed. Prior to joining Equitable Distributors, LLC, Stephanie worked at Equitable Advisors, LLC. Stephanie has been in the financial industry since July 2017.
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
NC
08/02/2024 - Present
Equitable Distributors, LLC (Charlotte NC)
PR
07/13/2017 - 07/23/2024
EQUITABLE ADVISORS, LLC (SAN JUAN PR)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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