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Melissa J Remillard

Santander Securities LLC

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About Melissa J Remillard

Melissa Remillard is a financial advisor with over 11 years of experience in the financial services industry. Melissa is registered with Santander Securities LLC and holds licenses to offer securities and investment advisory services in multiple states, including Massachusetts, New Hampshire, and Texas. Melissa's clients benefit from her experience with a variety of investment products and services, including financial planning, selection of other advisors, portfolio management for businesses and individuals. Melissa has been affiliated with Santander Securities LLC since 2012. Melissa is also associated with Santander Bank, NA, since 1995.

Firm Information

Melissa Remillard is currently registered with Santander Securities LLC. Santander Securities LLC is a Limited Liability Company headquartered in Boston, MA. Founded in 2023, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisers. Santander Securities LLC manages approximately $2,130,323,875 in regulatory assets under management for 9,813 clients. They are registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
Santander Securities LLC

75 STATE STREET

BOSTON, MA 02109

$2.13B

Assets Under Management

Not reported

Total Clients

365

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Melissa Remillard’s Registration & Firm History

MA

11/18/2021 - Present

Santander Securities LLC (Lowell MA)

NH

07/07/2010 - 09/19/2012

LPL FINANCIAL LLC (PELHAM NH)

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Licenses & Designations

IA

Issued 02/11/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa J Remillard.
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