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Rahul Rana

Santander Securities LLC

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About Rahul Rana

Rahul Rana is a financial professional registered with Santander Securities LLC. Rahul is based in Boston, Massachusetts and has been working in the financial industry since December 2018. Prior to Santander Securities LLC, Rahul has worked with GWFS EQUITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Rahul holds Series 63, 66 and 7 licenses, as well as the SIE exam certification.

Firm Information

Rahul Rana 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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Rahul Rana’s Registration & Firm History

MA

12/01/2021 - Present

Santander Securities LLC (Boston MA)

MA

09/24/2020 - 10/21/2020

GWFS EQUITIES, INC. (ANDOVER MA)

MA

08/09/2018 - 05/22/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

MA

12/15/2017 - 05/01/2018

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC. (BOSTON MA)

MA

11/04/2015 - 06/26/2017

WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 03/26/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/13/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rahul Rana.
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