Unclaimed Profile

Jeffrey Stephen Weiner

SANTANDER SECURITIES LLC·BOSTON, Massachusetts

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 66Clean record14 years registeredSANTANDER SECURITIES LLC

75 STATE STREET, BOSTON, MA 02109CRD# 2323856Firm CRD# 41791

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Stephen Weiner · BOSTON, MA

Registration

CRD #2323856 · SANTANDER SECURITIES LLC · 14 years registered

Brand Profile

Not yet started

Career History

AMERIPRISE FINANCIAL SERVICES, LLC

Feb 2026 – present

AMERIPRISE FINANCIAL SERVICES, LLC

Feb 2026 – present

SANTANDER SECURITIES

Mar 2013 – Dec 2025

Boston, MA

CCO INVESTMENT SERVICES CORP.

Aug 2011 – Mar 2013

DEDHAM, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 66

Registration record

First registered · August 18, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SANTANDER SECURITIES LLC

CRD 41791 · SEC 801-56796

AUM

$2.1B

Regulatory assets under management

Employees

478

9,813 client accounts

Services offered by SANTANDER SECURITIES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SANTANDER SECURITIES LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Stephen Weiner offer?

Jeffrey Stephen Weiner specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Jeffrey Stephen Weiner's credentials?

Jeffrey Stephen Weiner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Stephen Weiner located?

Jeffrey Stephen Weiner is based in BOSTON, Massachusetts, working with SANTANDER SECURITIES LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Jeffrey Stephen Weiner charge for services?

Jeffrey Stephen Weiner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SANTANDER SECURITIES LLC?

SANTANDER SECURITIES LLC has approximately 478 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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