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 currently registered with Osaic Wealth, Inc. and is licensed in Massachusetts, New Jersey, North Carolina, and Florida. Paul has a diverse background in the industry, having previously worked with a variety of firms such as Securities America, Inc., Lincoln Financial Advisors Corporation, and Infinex Investments, Inc. Paul has a strong understanding of the financial markets and has helped clients achieve their financial goals. Paul holds the Series 6, 7, 63, and 65 licenses.
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.
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MA
06/14/2024 - Present
Osaic Wealth, Inc. (ROCKLAND MA)
MA
03/07/2022 - 06/14/2024
SECURITIES AMERICA, INC. (ROCKLAND MA)
MA
12/18/2017 - 03/09/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCKLAND MA)
MA
01/24/2008 - 12/19/2017
INFINEX INVESTMENTS, INC. (SOUTH WEYMOUTH MA)
MA
10/20/2004 - 01/23/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (STOUGHTON MA)
NY
09/05/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
03/08/2000 - 09/06/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
MA
02/18/2000 - 03/08/2000
FIS SECURITIES, INC. (BOSTON MA)
MA
04/15/1992 - 05/19/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/15/1992 - 05/19/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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