Maydenise Santiago, financial advisor Tarrytown NY

Maydenise Santiago

CRD Number: 5290737
Current Firm: J.p. Morgan Securities LLC

Maydenise Santiago (CRD# 5290737) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tarrytown, NY and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Maydenise Santiago Ossining, NY Jan 2024 - Current < 1
J.p. Morgan Securities LLC Tarrytown, NY Oct 2012 - Current 11
J.p. Morgan Chase Na White Plains, NY Feb 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Maydenise Santiago
Phone Number: 800-999-2000
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

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