Unclaimed
Tugba Pasaogullari is a registered representative with Santander Securities LLC. Tugba has been in the securities industry since 2018 and has a Series 6, Series 7, Series 63 and Series 65. Tugba has previously worked with J.P. MORGAN SECURITIES LLC and Santander Securities LLC. Tugba is registered in 51 states and the District of Columbia. Tugba provides financial planning, portfolio management for individuals and businesses and selection of other advisors.
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.
1
2
PA
08/09/2023 - Present
Santander Securities LLC (Conshohocken PA)
MA
08/24/2021 - 08/04/2022
J.P. MORGAN SECURITIES LLC (Waltham MA)
MA
06/14/2018 - 06/04/2021
SANTANDER SECURITIES LLC (WALTHAM MA)
IA
Issued 08/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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