Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudio? Claim Your ProfileClaudio Mathias is a registered representative with Santander Securities LLC, a firm with a strong presence in the financial industry. Claudio has been in the industry since March 29, 2010, and has a solid background in securities. Claudio holds the Series 63, Series 7 and SIE licenses, demonstrating a commitment to professional development. Prior to joining Santander Securities LLC, Claudio was associated with HSBC SECURITIES (USA) INC. Claudio has a broad range of experience and is focused on helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/01/2020 - Present
Santander Securities LLC (Miami FL)
FL
05/05/2009 - 06/07/2019
HSBC SECURITIES (USA) INC. (MIAMI FL)
BC
Issued 03/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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