Michael Santana (CRD# 5799064) is an Investment Advisor Representative working at Pembroke Wealth Management, LLC in Wilmington, NC and has over 13 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pembroke Wealth Management, LLC | Wilmington, NC | Oct 2015 - Current | 8 |
| Edward Jones | St Louis, MO | Oct 2010 - Sep 2015 | 4 |
| Edward Jones | Windsor, NC | Jul 2010 - Sep 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- NC
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$235,226
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
NC
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