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Rachel Bartholo eichenwald

Santander Securities LLC

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About Rachel Bartholo eichenwald

Rachel Bartholo Eichenwald is a registered representative with Santander Securities LLC. Rachel has been in the financial services industry for over a year and holds the Series 7TO and SIE licenses. Previously, Rachel worked with CREDIT AGRICOLE SECURITIES (USA) INC. in Miami, FL. Rachel is located in Miami, FL and is actively serving clients in the state.

Firm Information

Rachel Bartholo eichenwald 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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Rachel Bartholo eichenwald’s Registration & Firm History

FL

09/28/2021 - Present

Santander Securities LLC (Miami FL)

FL

05/13/2021 - 06/11/2021

CREDIT AGRICOLE SECURITIES (USA) INC. (MIAMI FL)

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Licenses & Designations

BC

Issued 05/13/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Bartholo eichenwald.
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