Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yomara? Claim Your ProfileYomara Santiago is a registered investment advisor representative with PFS Investments Inc. based in Duluth, Georgia. Yomara has been in the financial services industry since October 2008 and holds a Series 66, Series 7TO, and Series 26 license. Yomara has worked at various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, CUSO Financial Services, LP, and Truliant Federal Credit Union.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
02/07/2023 - Present
PFS Investments Inc. (DULUTH GA)
NC
08/20/2021 - 06/13/2022
CUSO FINANCIAL SERVICES, L.P. (Winston-Salem NC)
NC
08/24/2019 - 08/09/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINSTON SALEM NC)
BOTH
Issued 09/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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