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Jilber Kalayjian

Santander Securities LLC

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About Jilber Kalayjian

Jilber Kalayjian is a financial advisor with Santander Securities LLC. Jilber has been working in the financial industry since 2006 and has a broad range of experience with various firms. Jilber has passed the Series 6, Series 7, Series 52, Series 63, Series 65, and Series 6TO exams. Jilber specializes in financial planning and portfolio management for both businesses and individuals. Jilber is registered with the state of Pennsylvania.

Firm Information

Jilber Kalayjian 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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Jilber Kalayjian’s Registration & Firm History

PA

11/08/2018 - Present

Santander Securities LLC (Newtown PA)

CT

03/30/2009 - 09/24/2013

ING INVESTMENT ADVISORS, LLC (WINDSOR CT)

PA

06/20/2006 - 06/06/2008

WACHOVIA SECURITIES, LLC (LEVITTOWN PA)

NY

10/01/2002 - 08/15/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MI

09/30/1998 - 09/12/2001

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

BC

Issued 11/30/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/23/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/2018

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/1998

Series 7 - General Securities Representative Examination

BC

Issued 09/29/1998

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jilber Kalayjian. Review regulatory record here.
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