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Investment Services

Dream. Plan. Invest. You have ideas for your future. Whatever your vision, Santander Investment Services can help create a clear, easy-to-understand financial strategy, customized for you. Whether your investment needs are simple or sophisticated, we offer access to a full range of financial products and services. And our financial consultants have the experience and knowledge to help you reach your goals, at every stage of life using a financial planning approach.

Solutions for Your Life

See how a Santander Investment Services Financial Consultant can help you access highly personalized strategies for retirement planning, asset allocation1, college planning and other short and long-term goals.

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Managed Accounts

This service is designed for investors who prefer to have their money actively managed for them. You can work with a Santander Financial Consultant who can help you develop a portfolio based on your financial plan, risk/reward parameters, and desired level of involvement.

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Help protect your family with life insurance, long-term care and disability income insurance. Speak with your Financial Consultant to learn more.

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1 While diversification through an asset allocation strategy is a useful technique that can help to manage overall portfolio risk and volatility, there is no certainty or assurance that a diversified portfolio will enhance overall return or outperform one that is not diversified.

Santander Securities LLC and its affiliates do not offer tax advice. Please consult with your tax advisor concerning your specific situation.

Before you invest in a Section 529 plan, request the plan´s official statement and read it carefully. The official statement contains more complete information, including investment objectives, charges, expenses and risks of investing in the 529 plan, which you should consider carefully before investing. You should also consider whether your home state or your beneficiary's home state offers any state tax or other benefits that are only available for investments in such state´s 529 plan. Section 529 plans are not guaranteed by any state or federal agency.

Securities and advisory services are offered through Santander Investment Services, a division of Santander Securities, LLC. Santander Securities, LLC is a registered broker/dealer, Member FINRA and SIPC and a registered investment advisor. Insurance is offered through Santander Securities, LLC or its affiliates.