Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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