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Yomara S
Series 66
Greensboro, NC
Primerica Advisors
Yomara Santiago is a financial advisor at Primerica Advisors with five years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America, N.A. Santiago is also involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective discretionary separately managed accounts to individual and high-net-worth clients. The firm utilizes third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee billing.
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