Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Gallant is a financial advisor with Cetera Investment Advisers LLC and has been in the financial services industry since 2006. Melissa is registered with the Securities and Exchange Commission (SEC) and holds a Series 6, Series 7, Series 63, and Series 65 licenses, in addition to the Securities Industry Essentials Examination (SIE). Melissa also holds the Certified Financial Planner designation. Melissa has previously worked with LPL Financial LLC and Ameriprise Financial Services, Inc. Melissa is dedicated to providing her clients with financial advice and guidance, and she is committed to helping them reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (STONEHAM MA)
MA
05/10/2018 - 04/16/2019
LPL FINANCIAL LLC (WOBURN MA)
MA
01/26/2018 - 04/03/2018
LPL FINANCIAL LLC (WOBURN MA)
MA
01/20/2014 - 01/31/2018
AMERIPRISE FINANCIAL SERVICES, INC. (CHELMSFORD MA)
NJ
10/16/2012 - 12/20/2013
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
NH
04/01/2011 - 10/17/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (BEDFORD NH)
MA
01/26/2010 - 05/17/2010
WOODBURY FINANCIAL SERVICES, INC. (ANDOVER MA)
MA
08/21/2007 - 04/16/2009
SECURITIES AMERICA, INC. (ANDOVER MA)
MA
07/18/2006 - 08/03/2007
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
IA
Issued 5/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/5/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 7/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Gallant is the right advisor for you? Invested Better is here to help.
