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Davis Shaun Lawrence

Santander Securities LLC

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About Davis Shaun Lawrence

Davis Shaun Lawrence is a registered representative with Santander Securities LLC. Davis has been in the securities industry since 2004. Davis holds a Series 7, Series 63 and SIE license. Davis has worked with firms like HSBC Securities (USA) Inc., Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., MetLife Securities Inc., Metropolitan Life Insurance Company, J.P. Turner & Company, L.L.C., Brundyn Securities Inc., LH Ross & Company, Inc. and Harrison Securities, Inc. Davis is registered with the state of New Jersey and New York.

Firm Information

Davis Lawrence 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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Davis Lawrence’s Registration & Firm History

NJ

04/06/2022 - Present

Santander Securities LLC (Palmyra NJ)

NY

08/20/2018 - 06/05/2020

HSBC SECURITIES (USA) INC. (BROOKLYN NY)

NY

05/11/2018 - 07/10/2018

WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)

NY

02/26/2013 - 09/13/2017

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

07/05/2007 - 07/13/2011

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NY

10/05/2006 - 07/11/2007

METLIFE SECURITIES INC. (BROOKLYN NY)

NY

10/05/2006 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (BROOKLYN NY)

GA

10/28/2005 - 04/05/2006

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

TX

10/11/2004 - 10/31/2005

BRUNDYN SECURITIES INC. (ARLINGTON TX)

FL

04/30/2004 - 12/17/2004

LH ROSS & COMPANY, INC. (BOCA RATON FL)

NY

01/12/2004 - 04/28/2004

HARRISON SECURITIES, INC. (PORT WASHINGTON NY)

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Licenses & Designations

BC

Issued 02/28/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Davis Shaun Lawrence.
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