Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Melanson is a financial advisor with over 30 years of experience in the industry. Paul is a registered representative of Santander Securities LLC, where he has been with the firm since March 2014. Paul has a Series 65, Series 63, Series 24, and Series 7 licenses. Paul is also a registered Investment Advisor in Massachusetts. He has a strong track record of providing financial advice to individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
03/31/2014 - Present
Santander Securities LLC (Wakefield MA)
MA
10/18/2006 - 03/17/2014
CCO INVESTMENT SERVICES CORP. (NORTH READING MA)
MA
10/20/2004 - 10/17/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
07/08/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
CT
10/10/1996 - 07/09/2003
COBURN & MEREDITH, INC. (SIMSBURY CT)
NY
07/27/1992 - 10/18/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
01/31/1990 - 07/27/1992
DICKINSON & CO. (DES MOINES IA)
NA
06/20/1988 - 02/21/1990
J. T. MORAN & CO., INC.
NA
10/22/1985 - 06/28/1988
NORTH AMERICAN INVESTMENT CORP.
IA
Issued 04/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1991
Series 24 - General Securities Principal Examination
BC
Issued 12/08/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1990
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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