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Masar J

Series 63, Series 65

Boston, MA

Santander Securities LLC

Masar Jashanica is a financial advisor with Santander Securities LLC based in Boston, MA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Wells Fargo and JP Morgan Chase. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory AUM and over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily serving retail investors with solutions implemented via third-party discretionary managers on the FMAX platform.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Tamara W

Series 63, Series 66

Boston, MA

Santander Securities LLC

Tamara Wickramasinghe is a financial advisor at Santander Securities LLC with seven years of industry experience. She holds the Series 63 and Series 66 designations. Outside of her advisory role, she is the managing director of Ecco Zone Inc., a business that purchases consumer products for resale on the Amazon Marketplace. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily catering to retail investors.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Robert P

Series 63, Series 65

Staten Island, NY

Santander Securities LLC

Robert Paventi is a financial advisor at Santander Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2011. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee programs, financial planning, and securities-based lending, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Buckey W

Series 63, Series 66

Abington, MA

Santander Securities LLC

Buckey Wilson is a financial advisor at Santander Securities LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Santander Securities and Santander Bank since 2017. Prior to his financial services career, he worked for nearly two decades in the CUSD 187 school district. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and delivers investment advice through a managed-account platform featuring third-party managers and centralized implementation.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Cassandra A

Series 66

Conshohocken, PA

Santander Securities LLC

Cassandra Alleyne is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds the Series 66 designation and has worked within the Santander organization since 2016, including roles at Santander Bank, NA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Ernest L

Series 63, Series 66

Staten Island, NY

Santander Securities LLC

Ernest Lubonja is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Santander Securities LLC and Public Partnerships, LLC. Outside of his advisory duties, he is involved with Public Partnerships, providing consumer-directed personal assistance. Santander Securities LLC serves a diverse retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, primarily targeting retail investors with program minimums around $25,000.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Adit S

Series 63, Series 65

Toms River, NJ

Santander Securities LLC

Adit Sem is a financial advisor with Santander Securities LLC in Toms River, NJ, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Citizens Securities Inc., Citizens Bank, and Cco Investment Services Corp. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Rita C

Series 63, Series 66

Conshohocken, PA

Santander Securities LLC

Rita Camp is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2015, with prior experience at Wells Fargo and Uber. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized client support.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Santiago F

Series 66

Miami, FL

Santander Securities LLC

Santiago Franco is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bolton Securities Corporation, Bolton Global Capital, and Activest Wealth Management. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party managers and discretionary account management.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Aaron F

Series 63, Series 65

Hanover, MA

Santander Securities LLC

Aaron Foley is a financial advisor at Santander Securities LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2019, as well as at Citizens Securities, Inc. from 2015 to 2019. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Wendy L

Series 63, Series 65

Boston, MA

Santander Securities LLC

Wendy Laranjo is a financial advisor at Santander Securities LLC with 30 years of industry experience. She has held various roles within Santander entities since 2003 and worked at Fidelity from 2001 to 2003. Outside of her advisory work, she owns a property management and design business and serves as president of a condominium association and a board member for an animal shelter. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across more than 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily to retail investors, ERISA and IRA accounts, and institutional entities.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Luis B

Series 66

Miami, FL

Santander Securities LLC

Luis Bermudez Valdes is a financial advisor at Santander Securities LLC with 11 years of industry experience. He holds a Series 66 designation and has been with Santander in various capacities since 2014, including roles at Santander International Private Banking. He serves as a board member of the US-Spain Chamber of Commerce, an organization promoting US-Spain economic cooperation. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with oversight from third-party managers and an Implementation Manager.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Fernando S

Series 66

Miami, FL

Santander Securities LLC

Fernando Senso Castilla is a financial advisor at Santander Securities LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at CITIGROUP for 10 years before joining Santander Securities and Santander International Private Banking in 2024. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing compliance oversight.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Matthew N

Series 66

Bronx, NY

Santander Securities LLC

Matthew Nurnberger is a financial advisor with Santander Securities LLC in Bronx, NY, holding a Series 66 designation and four years of industry experience. His background includes roles at Santander Bank, The Village Bank, and LPL Financial. He also has experience outside financial services, having worked at Russell's Garden Center and the West Suburban YMCA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, primarily targeting retail investors through platforms such as the FMAX wrap-fee program co-sponsored by Fidelity Institutional Wealth Adviser.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Ilya R

Series 63, Series 65

Miami, FL

Santander Securities LLC

Ilya Rodriguez is a financial advisor at Santander Securities LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Northeast Securities and Global Investor Advisory Services, before joining Santander in 2020. Based in Miami, FL, he has also been associated with Santander International Private Banking since 2018. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee programs and financial planning services through a managed-account platform with third-party investment managers and centralized compliance and reporting.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Santiago B

Series 66

Miami, FL

Santander Securities LLC

Santiago Bonells is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Santander in 2022. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with discretionary model management and ongoing suitability reviews.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Melissa R

Series 63, Series 65

Andover, MA

Santander Securities LLC

Melissa Remillard is a financial advisor with Santander Securities LLC and holds Series 63 and Series 65 licenses. She has 16 years of industry experience and has been with Santander Securities in various roles since 2012. Outside of her advisory work, she is involved with Impact X Performance, an entity created to potentially start a gym in Hampton, NH. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, utilizing third-party discretionary managers within its FMAX platform.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Anthony A

Series 63, Series 65

Elizabeth, NJ

Santander Securities LLC

Anthony Acosta is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked primarily with Santander-affiliated firms since 2014. Outside of his advisory role, he is involved with Lake Mohawk Country Club. Santander Securities LLC serves a retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily serving individuals, ERISA and IRA accounts, and institutional clients.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Andre H

Series 66

Boston, MA

Santander Securities LLC

Andre Habib is a financial advisor with Santander Securities LLC and holds a Series 66 designation. He has 36 years of industry experience and has worked at Santander Securities and Santander Bank since 2020, as well as Citizens Securities, Inc. from 2015 to 2020. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing suitability reviews.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Michael B

Series 63, Series 66

Boston, MA

Santander Securities LLC

Michael Barrett is a financial advisor at Santander Securities LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citizens Securities Inc, Merrill, and Thomson Reuters. Barrett is based in Smithfield, RI. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and access to securities-based lending, delivering investment advice through a managed-account platform with third-party investment managers and ongoing compliance oversight.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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