Rawad Kassem, financial advisor Lowell MA
90 score

Rawad Kassem

CRD Number: 6034231
Current Firm: Santander Securities

Rawad Kassem (CRD# 6034231) is an Investment Advisor Representative working at Santander Securities in Lowell, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Securities LLC Guaynabo, PR Jan 2014 - Current 2
Santander Bank Na Chelmsford, MA Nov 2013 - Current 3
Unemployed Hampton, NH Feb 2013 - Nov 2013 < 1
Morgan Stanley Snith Barney Portsmouth, NH Feb 2012 - Jan 2013 < 1
Self Employed Hampton, NH May 2011 - Jan 2012 < 1
Bank Of America Methuen, MA Jul 2009 - Apr 2011 1
Bae Systems Burlington, MA Nov 2009 - Mar 2010 < 1
Cedars A Inc. Salem, NH Feb 2003 - Jul 2009 6
Hilton Corp Billerica, MA Jul 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Rawad Kassem
Phone Number: 787-759-5378
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    556
    MILLIONS
  • Total Number of Accounts
    3,432
    ACCOUNTS
  • Average Account Value
    $162,047
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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