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Melissa gallant
Melissa gallant








melissa gallant
  1. #MELISSA GALLANT PROFESSIONAL#
  2. #MELISSA GALLANT SERIES#

The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. There are no guarantees that working with an adviser will yield positive returns. Working with an adviser may come with potential downsides such as payment of fees This is not an offer to buy or sell any security or interest. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Review the ongoing performance of any Adviser, participate in the management of any user’s account byĪn Adviser or provide advice regarding specific investments. Platform based on information gathered from users through our online questionnaire.

melissa gallant

("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Services are limited to referring users to third party advisers registered or chartered as fiduciaries Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, Geography, and willingness to work with a remote advisor).Ĭertified Financial Planner Board of Standards, Inc. The matching tool does not includeĪll available advisors and firms and matches based on specific criteria (investable assets, Match you with the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in No special treatment or consideration in SmartAsset’s profiles.

#MELISSA GALLANT PROFESSIONAL#

Profile content is produced by SmartAsset independently of anyīusiness relationships that might exist between SmartAsset and the named financial professional andįirm, and financial professionals and firms having business relationships with SmartAsset receive To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. The content in this profile was updated by SmartAsset on using publicly available data Fee types billed by Cetera Advisor Networks LLC likely include asset-based, hourly, fixed and commission-based fees. Cetera Advisor Networks LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars.įees charged by financial advisors vary depending on which services the firm provides the client. Of its 174,993 client accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm advises 698 charities and foundations. It has $50 billion in assets among its 174,993 accounts, making it one of the largest firms in the country by assets under management. It has offices in 889 locations and a total of 2,867 advisors.

#MELISSA GALLANT SERIES#

Gallant maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts, New Hampshire and Texas.Ĭetera Advisor Networks LLC is an advisory business that has its headquarters in Stoneham, Massachusetts. During their career, Gallant has held roles at Lincoln Financial Securities Corporation, Brophy Wealth Management, Comprehensive Asset Management & Servicing, Inc, Ameriprise Financial Services, Inc, Lpl Financial, LLC, Trilogy Capital, Inc, Trilogy Financial Services, Cetera Advisor Networks, Melissa Gallant and Winchester Financial Group. Gallant currently works for Cetera Advisor Networks LLC. Melissa Gallant is a certified financial planner based in Stoneham, Massachusetts, who has been in the financial industry for 11 years.










Melissa gallant