Jorge SantiagoCRD Number: 3187249
Current Firm: Infinex Investments, Inc.
Jorge Santiago (CRD# 3187249) is an Investment Advisor Representative working at Infinex Investments, Inc. in Milford, CT and has over 18 years of experience in the finance industry.
American Portfolios Advisors, Inc.
Lpl Financial LLC
Springboard Asset Management LLC
|Infinex Investments, Inc.||Milford, CT||Nov 2006 - Current||11|
|Milford Bank||Milford, CT||Jul 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1999|
|S65||NASAA Investment Advisors Law Examination||Feb 2000|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV