Rawad Kassem, financial advisor Chelmsford MA

Rawad Kassem

CRD Number: 6034231
Current Firm: Santander Securities

Rawad Kassem (CRD# 6034231) is an Investment Advisor Representative working at Santander Securities in Chelmsford, MA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Securities, LLC Dorchester, MA Nov 2022 - Current 1
Santander Bank, Na Boston, MA Nov 2013 - Current 10
Santander Securities, LLC Dorchester, MA Feb 2016 - Nov 2022 6
Santander Securities, LLC Dorchester, MA Jan 2014 - Feb 2016 2
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: (866)-736-6475
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    1,849
    MILLIONS
  • Total Number of Accounts
    9,808
    ACCOUNTS
  • Average Account Value
    $188,490
Compensation Options
  • A percentage of assets under your management
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, WY

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