Melissa Cabrera Santiago (CRD# 6456196) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Guaynabo, PR and has 1 year 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 |
|---|---|---|---|
| Mutual Of Omaha Investor Services | Guaynabo, PR | Jun 2023 - Current | < 1 |
| Mutual Of Omaha Insurance Company | Guaynabo, PR | Jan 2022 - Current | 2 |
| Mutual Of Omaha Investor Services | Guaynabo, PR | Jan 2022 - Current | 2 |
| Pfs Investments Inc. | Carolina, PR | Jul 2015 - Dec 2021 | 6 |
| Primerica Financial Services | Carolina, PR | Aug 2013 - Dec 2021 | 8 |
| Cafe Pierre | San Juan, PR | Mar 2015 - Nov 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
| S63 | Uniform Securities State Law Examination | Nov 2023 |
- PR
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Total Assets Under Management15MILLIONS
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Total Number of Accounts74ACCOUNTS
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Average Account Value$209,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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