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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felton? Claim Your ProfileFelton J. Messina is a financial advisor with Bolton Securities Corp. Felton has been in the financial services industry since 2014. Felton has a broad range of experience providing financial advice to individuals, corporations, and charitable organizations. Felton holds Series 7, Series 63, Series 52, Series 53, Series 24 and Series 65 licenses. Felton is also registered as an investment advisor in Massachusetts. Prior to joining Bolton Securities Corp, Felton was a financial advisor at Merrill Lynch. Felton has been with Bolton Global Capital since 2015. Felton's areas of specialization include Portfolio Management, Retirement Planning, Estate Planning, and Insurance. Felton has been recognized for his expertise in financial planning and investment management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
01/03/2019 - Present
Bolton Securities Corp. (BOLTON MA)
RI
10/15/2014 - 06/04/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
IA
Issued 12/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/20/2016
Series 24 - General Securities Principal Examination
BC
Issued 09/20/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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