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Marivelisse Diaz-morales

Santander Securities LLC

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About Marivelisse Diaz-morales

Marivelisse Diaz-morales is a financial professional with over 18 years of experience in the industry. Marivelisse is currently registered with Santander Securities LLC and has been with the firm since 2010. Marivelisse is also a Series 7, Series 24, and Series 99TO licensed representative, demonstrating a commitment to staying up-to-date with industry regulations and offering a wide range of financial services to clients. Marivelisse is dedicated to providing clients with personalized financial advice and guidance, helping them achieve their financial goals.

Firm Information

Marivelisse Diaz-morales 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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Marivelisse Diaz-morales’s Registration & Firm History

MA

05/31/2010 - Present

Santander Securities LLC (Boston MA)

PR

09/26/2005 - 04/07/2010

SANTANDER SECURITIES (GUAYNABO PR)

MA

12/06/2004 - 07/15/2005

SANTANDER SECURITIES (BOSTON MA)

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Licenses & Designations

BC

Issued 02/03/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marivelisse Diaz-morales.
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