ADVISOR BIO

Jose Santamaria is a Managing Partner and Chief Investment Officer at Fundamental Investment Services, LLC. Jose has over 13 years of experience in the financial services industry. Jose has a wide range of experience in both the broker-dealer and investment advisory industries. Jose holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Jose is also registered as an Investment Advisor Representative in New York and Florida.

SPECIALIZATIONS

ADVISOR BIO

Jose Rafael Martinez is a registered representative with RBC Capital Markets, LLC. Jose has been in the financial services industry since 2007. Jose has a Series 7, Series 50, Series 52TO, Series 79TO, and Series 63 license. Jose is registered in Texas.

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ADVISOR BIO

Jose Alfredo Fuentes Rodriguez is a registered representative with Popular Securities, LLC, and has been in the financial industry since 2000. Jose Alfredo Fuentes Rodriguez holds the Series 66, Series 7 and SIE licenses. Jose Alfredo Fuentes Rodriguez is registered with the following states: Florida, Nevada, New York, Puerto Rico, and Texas.

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ADVISOR BIO

Jose Wilfredo Palacios is a financial advisor with Fisher Investments. Jose has been in the financial industry for more than nine years, working with individuals, families, and institutions. Jose is a registered investment advisor representative in Texas. Jose specializes in providing investment advisory services, including portfolio management for individuals, families, and businesses. Jose is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Jose Gregorio Ruiz rojas is an Investment Advisor Representative at Homrich Berg. Jose has been in the financial industry for over 4 years. He has a Series 65 license and is registered with the state of Maryland and Texas. Jose specializes in providing financial planning, portfolio management, and selection of other advisers. He has experience working with individuals, businesses, investment companies, and pooled investment vehicles. Jose has a strong track record of helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Jose Emilio Medina fermin is a Registered Representative and Investment Advisor Representative, licensed in Puerto Rico. Jose Emilio Medina fermin is active in the industry since April 13, 1996. Jose Emilio Medina fermin is currently registered with Popular Securities, LLC, which is a Broker-dealer and Investment Adviser. Before that, Jose Emilio Medina fermin worked for Citigroup Global Markets Inc. and Prudential Securities Incorporated.

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ADVISOR BIO

Jose Ignacio Rivas morales is a registered investment advisor with Bulltick Wealth Management, LLC. Jose Ignacio Rivas morales has been working in the financial industry for over 9 years and holds the Series 7TO and SIE licenses. Jose Ignacio Rivas morales specializes in high-net-worth individuals, pooled investment vehicles, and corporations or other businesses. Jose Ignacio Rivas morales is also a Chartered Financial Analyst and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2022.

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ADVISOR BIO

Jose Roberto Lopez gonzalez is a registered investment advisor representative with IPG Investment Advisors, LLC. Jose Roberto Lopez gonzalez has been in the industry since January 30, 2013. Jose Roberto Lopez gonzalez has passed the Series 66, Series 7 and SIE exams. Jose Roberto Lopez gonzalez is registered in California and Texas. In addition to working at IPG Investment Advisors, LLC, Jose Roberto Lopez gonzalez was previously employed by Monex Securities, Inc. and Actinver Securities, Inc.

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ADVISOR BIO

Jose Omar Rodriguez is a financial advisor with over 25 years of experience in the financial services industry. Jose is currently registered with Insigneo Advisory Services, LLC and Insigneo Securities, LLC. He is a Certified Financial Planner™ and specializes in providing financial and investment advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, and pooled investment vehicles. Jose's prior experience includes positions with Citigroup Global Markets Inc., CitiCorp Investment Services, UBS PaineWebber Inc., and Dean Witter Reynolds Inc.

SPECIALIZATIONS

ADVISOR BIO

Jose R Jaunarena ferrari has been in the securities industry since December 1999. Jose is currently registered with Oppenheimer & Co. Inc. Jose is also registered in Florida and Puerto Rico. Previously, Jose was associated with POPULAR SECURITIES, LLC in San Juan, Puerto Rico and ORIENTAL FINANCIAL SERVICES CORP in San Juan, Puerto Rico.

SPECIALIZATIONS