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Fabiana Carla Pereira

Osaic Institutions, Inc.

Concord, NH

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-05-01
  • NH RA
    APPROVED
    Since 2025-05-01

Branch Locations

89 North Main Street, Concord, NH 03302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Santander Bank Na Lowell MA 08/2015 09/2016
Santander Securities Llc San Juan PR 05/2016 09/2016
Salem Five Bank Burlington MA 09/2016 10/2022
Lpl Financial, Llc Burlington MA 11/2016 10/2022
Sentinel Benefits & Financial Group Wakefield MA 10/2022 02/2025
Osaic Institutions, Inc. Meriden CT 04/2025 Present
Nh Trust Concord NH 04/2025 Present
  • 08/2015 → 09/2016
    Santander Bank Na
    Lowell, MA
  • 05/2016 → 09/2016
    Santander Securities Llc
    San Juan, PR
  • 09/2016 → 10/2022
    Salem Five Bank
    Burlington, MA
  • 11/2016 → 10/2022
    Lpl Financial, Llc
    Burlington, MA
  • 10/2022 → 02/2025
    Sentinel Benefits & Financial Group
    Wakefield, MA
  • 04/2025 → Present
    Meriden, CT
  • 04/2025 → Present
    Nh Trust
    Concord, NH
Previous Registrations
Other Businesses

1.) NH Trust. Yes, investment related. Associate Wealth Manager. Started in April 2025. Approx 136 hours per month during trading hours. Trust company/Wealth Management.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-24
S63 Uniform Securities Agent State Law Examination 2017-06-27
  • S65 Uniform Investment Adviser Law Examination
    2023-03-24
  • S63 Uniform Securities Agent State Law Examination
    2017-06-27
Other Names
  • Fabiana Carla Pereira
  • Fabiana Shubin
  • Fabiana Pereira Shubin

View on SEC IAPD

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