Rafael Santiago Santiago (CRD# 7215736) is an Investment Advisor Representative working at Euro Pacific Asset Management, LLC in Dorado, PR and has over 4 years of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Euro Pacific Asset Management | Dorado, PR | Dec 2019 - Current | 4 |
| Unemployed | Ponce, PR | May 2019 - Dec 2019 | < 1 |
| Liberty Group | Tampa, FL | Aug 2018 - May 2019 | < 1 |
| Unemployed | Ponce, PR | Sep 2017 - Aug 2018 | < 1 |
| Gfr Media, LLC | Guaynabo, PR | Oct 2016 - Aug 2017 | < 1 |
| Unemployed | Ponce, PR | Sep 2014 - Oct 2016 | 2 |
| University Of Amsterdam | Amsterdam, | Sep 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- PR
- TX
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Total Assets Under Management1,232MILLIONS
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Total Number of Accounts3,343ACCOUNTS
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Average Account Value$368,457
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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