Invested Better
Unclaimed

Unclaimed

Unclaimed

Maria Tychi-kefalas

Santander Securities LLC

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

About Maria Tychi-kefalas

Maria Tychi-kefalas is a financial professional with over 30 years of experience in the industry. Maria is currently registered with Santander Securities LLC and has previously worked with firms such as Cetera Investment Services LLC, People's Securities, Inc., LPL Financial LLC, and HSBC Securities (USA) Inc. Maria specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Maria Tychi-kefalas 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

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.

Maria Tychi-kefalas’s Registration & Firm History

NY

08/10/2022 - Present

Santander Securities LLC (Staten Island NY)

NY

12/09/2021 - 02/28/2022

CETERA INVESTMENT SERVICES LLC (BROOKLYN NY)

NY

07/12/2018 - 12/13/2019

PEOPLE'S SECURITIES, INC. (Brooklyn NY)

NY

07/05/2016 - 08/02/2016

LPL FINANCIAL LLC (BROOKLYN NY)

NY

10/12/2012 - 09/16/2014

SANTANDER SECURITIES LLC (BROOKLYN NY)

NY

02/17/2012 - 09/19/2012

LPL FINANCIAL LLC (BROOKLYN NY)

NY

08/31/2007 - 02/06/2012

HSBC SECURITIES (USA) INC. (REGO PARK NY)

NY

04/09/2007 - 08/23/2007

METLIFE SECURITIES INC. (BROOKLYN NY)

NY

04/09/2007 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (BROOKLYN NY)

NY

01/01/2005 - 05/09/2007

HSBC SECURITIES (USA) INC. (BROOKLYN NY)

NY

06/26/2001 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

NY

06/01/1992 - 06/28/2001

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NA

01/10/1990 - 06/01/1992

CITICORP FINANCIAL SERVICES,INC.

CA

11/08/1988 - 11/30/1989

WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)

NA

06/15/1987 - 11/30/1989

MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED

NA

10/22/1985 - 03/18/1987

MULLER AND COMPANY, INC.

Not sure if Maria Tychi-kefalas is right for you?

Licenses & Designations

IA

Issued 08/09/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/29/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/25/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/01/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Maria Tychi-kefalas. Review regulatory record here.
Not sure if Maria Tychi-kefalas is right for you?