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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary beth? Claim Your ProfileMary Beth Massillon is a financial advisor with over 23 years of experience in the financial services industry. She has a wide range of experience working with a variety of clients, including individuals, families, corporations, and institutions. Currently, Mary Beth is registered with Loomis, Sayles & Company, LP. She is also registered with the state of Massachusetts. Mary Beth is dedicated to helping clients achieve their financial goals, and she is committed to providing her clients with the highest quality of service.
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.
Strategic management for diversified investment portfolios.
Non-discretionary investment advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Minimum annual fee and/or minimum account size
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2
MA
10/26/2023 - Present
Loomis, Sayles & Company, LP (BOSTON MA)
MA
01/18/2006 - 09/05/2023
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
MA
10/04/2004 - 09/05/2023
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
01/19/2006 - 05/23/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/07/2000 - 01/06/2006
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
05/31/2000 - 01/03/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 07/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 06/26/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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