Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Manuel Santiago is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc. Victor has been in the securities industry for 5 years. Victor is currently registered with the state of Maryland and New York. Victor has earned a Series 66, Series 7, Series 86, and Series 87 licenses. Prior to joining Stifel, Nicolaus & Company, Inc. Victor worked as a registered representative for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Victor's prior experience includes work at Ralph Lauren, Loyola University Maryland, Reverse Mortgage Funding, LLC, and Blue Pointe - Bonura Hospitality Group.
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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
NY
01/24/2022 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
MD
08/24/2018 - 07/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 10/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/15/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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