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Jamie Degiso

Santander Securities LLC

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About Jamie Degiso

Jamie Degiso is a registered representative of Santander Securities LLC. Jamie has been in the industry since 2007 and has extensive experience in the financial services industry. Jamie is a registered representative of the firm and is licensed to offer securities and investment advisory services. Jamie is committed to providing clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Jamie Degiso 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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Jamie Degiso’s Registration & Firm History

MA

06/26/2017 - Present

Santander Securities LLC (Boston MA)

MA

01/12/2017 - 05/04/2017

CETERA ADVISORS LLC (WAKEFIELD MA)

MA

08/15/2016 - 12/31/2016

CETERA ADVISORS LLC (LYNNFIELD MA)

MA

12/12/2006 - 12/31/2016

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

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Licenses & Designations

BOTH

Issued 09/12/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/02/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/08/2008

Series 4 - Registered Options Principal Examination

BC

Issued 06/08/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Degiso.
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