Jose A Santamaria
Investment adviser representative at Fundamental Investment Services, LLC
12 yearsExperience
1 stateRegistered in
$12.2MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Fundamental Investment Services, LLCJun 2024 to now
- Fundamental SecuritiesFeb 2024 to now
- Zink Insurance SolutionsApr 2022 to Dec 2023
- Zink Wealth Solutions LLCMar 2022 to Dec 2023
- PNC Private BankOct 2021 to Mar 2022
- Bbva Wealth Solutions Inc.Feb 2015 to Sep 2021
- Compass BankJul 2014 to Oct 2021
- Bbva Securities Inc.Jul 2014 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Fundamental Investment Services, LLC
$12.2MAssets managed
1Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4396657
- Firm CRD
- 330232