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Paul C Correia

Santander Securities LLC

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About Paul C Correia

Paul Correia is a financial advisor with over 20 years of experience in the industry. Paul currently works at Santander Securities LLC and is registered to provide investment advice and securities services in all 50 states. Previously, Paul worked at TD Ameritrade, Inc. in Coral Gables, Florida, and Datek Online Financial Services LLC in Jersey City, New Jersey. Paul holds Series 7, 24, 63, and 66 licenses, as well as the Securities Industry Essentials (SIE) Exam. Paul specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Paul Correia 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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Paul Correia’s Registration & Firm History

FL

05/04/2022 - Present

Santander Securities LLC (Miami FL)

FL

08/08/2003 - 01/11/2021

TD AMERITRADE, INC. (CORAL GABLES FL)

NJ

11/27/2001 - 09/25/2002

DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)

NY

02/25/1999 - 08/31/2000

CANTOR FITZGERALD SECURITIES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/02/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/28/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul C Correia.
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