Unclaimed
Marielle Gallant is a financial advisor with BNY Mellon Securities Corp. Marielle has been in the industry since December 2015. She has worked with EATON VANCE DISTRIBUTORS, INC. and EATON VANCE MANAGEMENT in the past. Marielle is registered in 51 states and holds the Series 3, Series 7, Series 63, and Series 66 licenses. She is a registered investment advisor in Massachusetts. Marielle focuses on providing portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
02/22/2024 - Present
BNY Mellon Securities Corp. (BOSTON MA)
MA
12/02/2015 - 04/26/2022
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 10/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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