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Maritza J Walley

Santander Securities LLC

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About Maritza J Walley

Maritza Walley is a financial professional with over 15 years of experience in the industry. Maritza is currently a Registered Principal at Santander Securities LLC. Maritza began her career in 2007 at CCO Investment Services Corp., where she held a Series 6 and Series 7 licenses. Maritza holds licenses for Series 4, Series 24, Series 26 and Series 53, and has a deep understanding of securities markets. Maritza is registered in all 50 states and the District of Columbia.

Firm Information

Maritza Walley 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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Maritza Walley’s Registration & Firm History

MA

09/12/2012 - Present

Santander Securities LLC (Boston MA)

MA

09/25/2007 - 09/04/2012

CCO INVESTMENT SERVICES CORP. (NORWOOD MA)

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Licenses & Designations

BC

Issued 01/14/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/2023

Series 4 - Registered Options Principal Examination

BC

Issued 08/03/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/04/2010

Series 24 - General Securities Principal Examination

BC

Issued 05/05/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2008

Series 7 - General Securities Representative Examination

BC

Issued 09/24/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maritza J Walley.
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