Stephanie
Chaplinski-Kane

Santander Securities LLC

CRD#6284040
Investment Advisor
in Enola, PA

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About this Advisor

Stephanie Chaplinski-Kane is a financial advisor working in Enola, Pennsylvania, who has 3 years of relevant experience. Chaplinski-Kane is an advisor for Santander Securities LLC. Their career trajectory has included roles at Paladin Financial Services, Foote Capital Mortgage Company, Stephanie Chaplinski-Kane, Ohio National Financial Services, The O. N. Equity Sales Company, Tdameritrade Inc, Invest Financial Corporation, Lpl Financial LLC, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Frist National Bank Of Pa, Santander Bank, Na and Santander Securities, LLC. Chaplinski-Kane has Series 66 and Series 63 licenses, which qualify them as a securities representative, and can serve investors in Pennsylvania. Santander Securities LLC is a company based out of Dorchester, MA. It has offices in 478 locations and a total of 530 advisors. It oversees $2 billion in total assets across its 9,808 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises four charitable organizations. Santander Securities LLC has 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 charged by financial advisors are based on which services are provided. Fees billed by Santander Securities LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

3 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

401 North Enola Road
Enola, PA 17025

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Santander Securities LLC Brokerage Details

Total Assets Under Management

$1,848,708,275

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

530

PA Average: 118
Total Number of Accounts

9,808

PA Average: 4,567
Average Account Size

$188,490

PA 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

Stephanie Chaplinski-Kane Work History

Stephanie has been registered as a financial advisor for 3 years.*

2023 - Present (1 year)

Santander Securities, LLC

2020 - Present (4 years)

Santander Bank, Na

2020 - 2023 (3 years)

Santander Securities, LLC

2019 - 2020 (1 year)

Cetera Investment Advisers LLC

2019 - 2020 (1 year)

Cetera Investment Services LLC

2018 - 2018 (< 1 year)

Lpl Financial LLC

2018 - 2020 (2 years)

Frist National Bank Of Pa

2017 - 2018 (1 year)

Invest Financial Corporation

2014 - 2014 (< 1 year)

The O. N. Equity Sales Company

2014 - 2017 (3 years)

Tdameritrade Inc

2013 - 2014 (1 year)

Paladin Financial Services

2013 - 2014 (1 year)

Ohio National Financial Services

2008 - 2013 (5 years)

Foote Capital Mortgage Company

2002 - 2015 (13 years)

Stephanie Chaplinski-Kane

*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 Stephanie Chaplinski-Kane 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

Jonathan Kline
Dorchester, MA
Alexander Forster
Miami, FL
Tisha Evans
Dorchester, MA
Keith Mayer
Cambridge, MA
Robert Byrne
Dorchester, MA
August Miele
New York, NY
Justin Walsh
Dorchester, MA
Syuzanna Petrosyan
Johnston, RI

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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