Unclaimed
Melissa Gallant is an investment advisor representative with Cetera Investment Advisers LLC. Melissa has been in the securities industry since 2006. Melissa has a Series 6, Series 7, Series 63, Series 65 and SIE licenses. Melissa has been registered with Cetera Investment Advisers LLC since 2023. Melissa also provides financial services with Winchester Financial Group. Melissa's office is located in Stoneham, MA.
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 05/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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