Unclaimed
Pablo J Benavides palma is a registered investment advisor representative with Santander Securities LLC. Pablo J Benavides palma has been in the industry since 2023. Pablo J Benavides palma is licensed to provide advisory services in New Jersey. The firm specializes in financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for businesses.
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.
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2
NJ
07/15/2024 - Present
Santander Securities LLC (Lodi NJ)
BOTH
Issued 06/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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