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Jaime L Castro diaz

Santander Securities LLC

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About Jaime L Castro diaz

Jaime Castro diaz has been a financial advisor since 2017. Jaime currently works at Santander Securities LLC and has registrations as a broker-dealer and an investment advisor representative. Jaime holds numerous licenses including Series 66, Series 63, Series 24, Series 52TO, SIE and Series 7. Jaime was previously registered with MFS FUND DISTRIBUTORS, INC. and also has experience with Santander Bank, NA and MFS Service Center. The office locations for Jaime are Boston, East Providence, Westwood, and Quincy.

Firm Information

Jaime Castro diaz 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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Jaime Castro diaz’s Registration & Firm History

MA

06/18/2024 - Present

Santander Securities LLC (Boston MA)

MA

12/21/2016 - 06/06/2018

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 02/05/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2021

Series 24 - General Securities Principal Examination

BC

Issued 02/07/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaime L Castro diaz.
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