Keri Santos is a registered investment advisor, based in Plantation, FL, with 1 years of industry experience.
Location
1844 N Nob Hill Rd, Plantation, FL, 33322
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keri works as an agent team member for Peter Weidinger's Insurance Agency, an insurance agency affiliated with State Farm. This investment-related activity involves servicing customers and takes about half of her time.
Employment History
Current Registrations
State Farm Vp Management CORP.Broker
State Farm Investment Management CORP.
State Registrations1 state
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.