Minerva Santos is a registered investment advisor, based in Laredo, TX, with 20 years of industry experience. Minerva is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5810 San Bernardo Ave. Suite 390, Laredo, TX, 78041
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Regulatory History (1)
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Customer Dispute
September 2015Denied
Other Business Activities
Minerva works as an investment advisor for Insigneo Advisory Services LLC, an affiliate. This activity takes about full-time.
Employment History
Current Registrations
Insigneo Securities, LLCBroker
December 2023 - Present · 2 yrs 10 mos
Insigneo Advisory Services, LLC
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
PNC Managed Account Solutions, INC.
January 2022 - November 2023 · 1 yr 10 mos
PNC Investments
September 2021 - November 2023 · 2 yrs 2 mos
PNC InvestmentsBroker
September 2021 - November 2023 · 2 yrs 2 mos
Bbva Securities INC.Broker
May 2013 - September 2021 · 8 yrs 4 mos
PNC Managed Account Solutions, INC.
October 2010 - December 2021 · 11 yrs 2 mos
St Johns Wealth Management
April 2010 - October 2010 · 6 mos
Bbva Compass Investment Solutions, INC.
November 2009 - March 2010 · 4 mos
Bbva Compass Investment Solutions, INCBroker
June 2009 - May 2013 · 3 yrs 11 mos
Bbva Investments INC.Broker
August 2006 - July 2009 · 2 yrs 11 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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