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Connor M

Series 63, Series 66

Fairhaven, MA

Santander Securities LLC

Connor March is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been associated with Santander Securities since 2016 and Santander Bank since 2015. 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 access to securities-based lending, delivering investment advice through a managed-account platform with third-party managers overseeing portfolios and an implementation manager handling rebalancing and compliance.

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

Series 63, Series 65

Fairhaven, MA

Santander Securities LLC

Kelly Cooper is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Santander Securities since 2014 and is based in Falmouth, MA. 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 other financial services, 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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