Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xavier? Claim Your ProfileXavier Michael Pennell is a financial professional with over 3 years of experience in the industry. Xavier is currently registered with BNY Mellon Securities Corp. in Boston, MA and is licensed to provide investment advice in the state of Massachusetts. Previously, Xavier worked with Fidelity Brokerage Services LLC. Xavier holds the Series 7, Series 63 and SIE 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
1
2
MA
06/30/2021 - Present
BNY Mellon Securities Corp. (BOSTON MA)
NH
03/21/2016 - 07/02/2019
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 03/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Xavier Pennell is the right advisor for you? Invested Better is here to help.
