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Wendy Jane Laranjo

Santander Securities LLC

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About Wendy Jane Laranjo

Wendy Laranjo has been a registered investment advisor since 1996. Wendy holds licenses with Santander Securities LLC in Massachusetts, Rhode Island and 49 other states. Wendy also has previous experience with LPL Financial LLC, IFMG Securities, Inc., and Fidelity Brokerage Services LLC. Wendy specializes in financial planning, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Wendy Laranjo 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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Wendy Laranjo’s Registration & Firm History

MA

10/19/2012 - Present

Santander Securities LLC (Boston MA)

RI

05/27/2008 - 09/19/2012

LPL FINANCIAL LLC (PROVIDENCE RI)

RI

09/30/2003 - 05/27/2008

IFMG SECURITIES, INC. (PROVIDENCE RI)

RI

10/14/1996 - 09/29/2003

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 12/01/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2018

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/31/2017

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/11/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Wendy Jane Laranjo. Review regulatory record here.
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