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Patrick Albert Lospennato

Santander Securities LLC

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About Patrick Albert Lospennato

Patrick Albert Lospennato is a financial professional with experience in the securities industry. Patrick is currently registered with Santander Securities LLC in Beverly, MA. Prior to this, Patrick was registered with CITIZENS SECURITIES, INC. in Revere, MA. Patrick holds Series 63, 65, and 6TO licenses, as well as the SIE designation. Patrick specializes in providing financial planning services, portfolio management for businesses and individuals, and selection of other advisors. Patrick has a demonstrated history of working in the financial services industry, with experience in various roles at Santander Bank, NA, Santander Securities, LLC, Citizens Bank, Live Nation, and other organizations.

Firm Information

Patrick Lospennato 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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Patrick Lospennato’s Registration & Firm History

MA

01/03/2023 - Present

Santander Securities LLC (Beverly MA)

MA

06/17/2019 - 12/31/2020

CITIZENS SECURITIES, INC. (REVERE MA)

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Licenses & Designations

IA

Issued 01/13/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Albert Lospennato.
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