linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Rosenberg

Santander Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Rosenberg

Jason Rosenberg is a financial professional with over 12 years of experience in the industry. Jason is currently registered with Santander Securities LLC and is active in both broker-dealer and investment advisor capacities. Previously, Jason was registered with CITIZENS SECURITIES, INC. Jason is licensed to conduct business in several states and holds several licenses, including Series 6, Series 7, Series 63 and Series 65. Jason specializes in providing portfolio management for individuals and businesses, financial planning, and selecting other advisors.

Firm Information

Jason Rosenberg 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Rosenberg’s Registration & Firm History

RI

08/10/2022 - Present

Santander Securities LLC (Wakefield RI)

RI

04/12/2010 - 11/17/2017

CITIZENS SECURITIES, INC. (NORTH KINGSTOWN RI)

Not sure if Jason Rosenberg is right for you?

Licenses & Designations

IA

Issued 12/28/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2014

Series 7 - General Securities Representative Examination

BC

Issued 04/09/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Rosenberg.
Not sure if Jason Rosenberg is right for you?