Unclaimed Profile

Victor Leonardo Santana Perez

MERCANTIL INVESTMENT SERVICES, INC.·CORAL GABLES, Florida

SIE, Series 3, Series 7, Series 9, Series 10, Series 15, Series 24, Series 53, Series 63, Series 66Clean record23 years registeredMERCANTIL INVESTMENT SERVICES, INC.

220 ALHAMBRA CIRCLE, CORAL GABLES, FL 33134CRD# 1273188Firm CRD# 117284

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Victor Leonardo Santana Perez · CORAL GABLES, FL

Registration

CRD #1273188 · MERCANTIL INVESTMENT SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MERCANTIL INVESTMENT SERVICES, INC.

AMERANT INVESTMENTS, INC.

Oct 2002 – Jan 2019

CORAL GABLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 15

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · October 16, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERANT INVESTMENTS, INC.

CRD 117284 · SEC 801-61889

AUM

$633M

Regulatory assets under management

Employees

1,023 client accounts

Services offered by AMERANT INVESTMENTS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AMERANT INVESTMENTS, INC. →

Introduction

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Frequently Asked Questions

What services does Victor Leonardo Santana Perez offer?

Victor Leonardo Santana Perez specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Victor Leonardo Santana Perez's credentials?

Victor Leonardo Santana Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Victor Leonardo Santana Perez located?

Victor Leonardo Santana Perez is based in CORAL GABLES, Florida, last registered with MERCANTIL INVESTMENT SERVICES, INC..

How does Victor Leonardo Santana Perez charge for services?

Victor Leonardo Santana Perez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERCANTIL INVESTMENT SERVICES, INC.?

MERCANTIL INVESTMENT SERVICES, INC. has approximately 31 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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