Nermine
Aziz

Santander Securities LLC

CRD#5467639
Investment Advisor
in Englishtown, NJ

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About this Advisor

Nermine Aziz is a financial advisor who works out of Englishtown, New Jersey, who has 4 years of relevant experience. Aziz is an advisor for Santander Securities LLC. During their career, Aziz has held roles at J.P. Morgan Securities LLC, Pruco Securities, LLC, The Prudential Insurance Company Of America, Hsbc Bank Usa, N.A, Hsbc Securities (Usa) Inc, Santander Bank, Na and Santander Securities, LLC. Aziz has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey. Santander Securities LLC is an advisory company operating out of Dorchester, MA. The investment advisory business has offices in 478 locations and a total of 530 people on staff. It oversees $2 billion in assets across its 9,808 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to four charities and foundations. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice depend on which services the firm provides the client. However, fees charged by Santander Securities LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

220 Route 9 North
Englishtown, NJ 07726

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Santander Securities LLC Brokerage Details

Total Assets Under Management

$1,848,708,275

NJ Average: $16,012,751,954
Total Number of Employees

530

NJ Average: 118
Total Number of Accounts

9,808

NJ Average: 4,567
Average Account Size

$188,490

NJ Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Nermine Aziz Work History

Nermine has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Santander Bank, Na

2019 - Present (5 years)

Santander Securities, LLC

2018 - 2019 (1 year)

Hsbc Bank Usa, N.A

2018 - 2019 (1 year)

Hsbc Securities (Usa) Inc

2015 - 2018 (3 years)

Pruco Securities, LLC

2015 - 2018 (3 years)

The Prudential Insurance Company Of America

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nermine Aziz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Santander Securities

John Russo
Caldwell, NJ
Joseph Lagner
Norwell, MA
Anthony Acosta
Florham Park, NJ
Christopher Morra
Dorchester, MA
Robert Byrne
Dorchester, MA
John Acevedo
Florham Park, NJ
Jeffrey Weiner
Dorchester, MA
Julie Makrigianis
Florham Park, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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