Unclaimed
Pieter Willem Stalenhoef is a financial advisor with Santander Securities LLC. Pieter Willem has over 20 years of experience in the financial services industry. He has a Series 7, Series 63, Series 65, Series 66, and Series 8 license. Pieter Willem is also a Chartered Financial Analyst (CFA).
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
MA
01/10/2025 - Present
Santander Securities LLC (Boston MA)
MA
11/05/2020 - 05/19/2022
EQUITABLE ADVISORS, LLC (WELLESLEY MA)
NC
01/04/2010 - 01/25/2010
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
NC
08/08/2002 - 01/04/2010
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
RI
08/15/1996 - 06/12/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 11/16/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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