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Andrea Migliaccio

Santander Securities LLC

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About Andrea Migliaccio

Andrea Migliaccio is a financial professional with over 20 years of experience in the industry. Andrea is currently registered with Santander Securities LLC and is a registered representative and investment advisor representative in Connecticut. Andrea has a wide range of experience working for different firms such as Wells Fargo Advisors Financial Network, LLC, Citizens Securities, Inc., and LPL Financial LLC. Andrea has provided financial advice to individual and corporate clients, helping them to achieve their financial goals. Andrea has also been active in the community and has served on the Colchester Board of Finance. Andrea is committed to providing her clients with the highest level of service and expertise.

Firm Information

Andrea Migliaccio is currently registered with Santander Securities LLC. Santander Securities LLC is a Limited Liability Company headquartered in Boston, MA. Founded in 2023, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisers. Santander Securities LLC manages approximately $2,130,323,875 in regulatory assets under management for 9,813 clients. They are registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
Santander Securities LLC

75 STATE STREET

BOSTON, MA 02109

$2.13B

Assets Under Management

Not reported

Total Clients

365

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrea Migliaccio’s Registration & Firm History

CT

01/02/2019 - Present

Santander Securities LLC (Newington CT)

CT

03/22/2017 - 12/11/2018

CITIZENS SECURITIES, INC. (EAST HAMPTON CT)

CT

10/07/2013 - 11/14/2016

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (COLCHESTER CT)

CT

10/11/2011 - 05/24/2013

LPL FINANCIAL LLC (EAST HARTFORD CT)

CT

02/13/2007 - 10/11/2011

UVEST FINANCIAL SERVICES GROUP, INC. (EAST HARTFORD CT)

CT

12/06/2006 - 02/13/2007

WEBSTER INVESTMENT SERVICES, INC. (MANCHESTER CT)

RI

02/17/1999 - 01/09/2004

CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)

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Licenses & Designations

IA

Issued 10/24/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2009

Series 7 - General Securities Representative Examination

BC

Issued 12/05/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Migliaccio.
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