Investment Services | Santander Bank - Santander
Welcome to Santander Investment Services.
You have ideas for the future. Whatever your vision, Santander Investment Services can help create a clear, easy-to-understand financial strategy, personalized for you.
Contact Your Santander Investment Services Financial Consultant
During this time, you may continue to contact your Santander Investment Services Financial Consultant (“FC”) either at their regular branch phone number or through his/her Santander Investment Services email. Should you not have a phone number or an email address for your FC, you may contact the Firm’s Customer Service Center at 1-866-736-6475 for assistance.
If you are unable to communicate with or provide documentation to your FC via email, an additional option is to send such correspondence to SSLLC’s home office location at:
2 Morrissey Boulevard
Mail Code: MA1-MB2-03-17
Dorchester, MA 02125
Advantages of Working with our Financial Consultants:
Identify Your Goals. Before we ever talk about our products or our strategies, we first want to understand your situation and your point of view. So we listen. Then we discuss your future to establish priorities and identify your goals. As we gain a clear understanding of what you hope to accomplish and where you want to be, we’ll create a personalized strategy designed to help get you there.
Integrate Your Investment Strategy. We integrate your financial goals into an investment strategy with an eye toward supporting your personal objectives. This strategy will outline your investment objectives, specific investments, your time horizon, and specific asset allocation, along with recommendations to help you reach them.
Develop Your Financial Strategy. Whether you’re looking to plan your retirement, save for tuition costs, purchase another home, or secure your legacy, we’ll design a financial strategy to help you achieve your personal goals, within your time horizon and risk tolerance.
Set Financial Check-up Meetings. We’ll meet with you to review your goals and objectives on a regular basis. In these meetings, we can realign your strategy to adjust to changes in the market and your life stage.
Every smart investor relies on access to the right resources. This knowledge can help you make informed choices that enhance your personal prospects.
Ready to get started?
|INVESTMENT AND INSURANCE PRODUCTS ARE:|
|NOT FDIC INSURED||NOT BANK GUARANTEED||MAY LOSE VALUE|
|NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY||NOT A BANK DEPOSIT|
Santander Securities LLC U.S. registered representatives may only conduct business with residents of the states in which they are properly registered. Please note that not all of the investments and services mentioned on this website are available in every state.
The content on this website is intended for information/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. The information on this website does not constitute either tax or legal advice. Investors should consult with a financial, tax, or legal professional regarding their individual situation.
Investments are subject to risk, including the loss of principal. Because investment returns and principal values fluctuate, shares may be worth more or less than their original value. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results.
Third-party links are provided to you as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites. Information on such sites, including third-party links contained within, should not be construed as an endorsement or adoption by Santander Securities LLC or Santander Investment Services of any kind.