![]() ![]() You are encouraged to independently verify all information you deem relevant when evaluating a financial firm or advisor. Such experiences and opinions may differ from client to client, and may differ from your experience and opinion should you choose to retain such a financial firm. Indyfin and/or a verified financial firm may have contacted a verified financial firm’s clients to leave a review and rating, or a verified financial firm’s client may have independently elected to post a review and rating of their own volition. The reviews and ratings by a verified firm's or verified advisor's clients are solely for your informational purposes only, and reflects the experience and opinion of such clients. You retain the sole and absolute discretion to retain or not to retain any financial firm, and Indyfin is not in a position to determine whether a particular financial firm is appropriate for your specific financial situation. ![]() Prospective clients of a financial firm are highly encouraged to read such financial firm’s Form ADV Part 2 brochure, and, if applicable, Form CRS relationship summary. Indyfin makes no representation of what your particular experience with any financial firm may be, and cannot guarantee the success of any particular investment that may be recommended or implemented by any financial firm. Investment advice may only be rendered through the interactive portion of this Website after all requested information has been supplied by a Website user. This Website is designed to serve as an educational tool to assist and inform potential clients about independent and unaffiliated firms and advisors, and should not be the sole means by which a prospective client evaluates the suitability of any particular firm or advisor. Though Indyfin is a registered investment adviser, the non-interactive portions of this Website, including the listing of firm and advisor profiles, should not be construed as providing any investment, financial, legal, compliance, tax, or other professional advice, and nothing contained herein should be construed as an offer to sell or the solicitation of an offer to buy any security or other financial product. All firms and advisors listed on the Website are independent from and unaffiliated with Indyfin. Verified profiles also contain information supplied by the firm or individual advisor(s) within such firms, and do not necessarily reflect the views of Indyfin or its staff. Information reported by a firm or an advisor in Form ADV and/or Form U4 through IAPD has not been independently verified by Indyfin. This website, the contents of this page, and any additional hyperlinked pages or pop-up windows (collectively, this "Website") have been primarily derived from Form ADV and/or Form U4, as reported by the referenced firm and/or advisor as well as publicly-available information reported to the Investment Adviser Public Disclosure website ("IAPD"). Cetera Advisor Networks LLC provides services, such as Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles and), Pension consulting services, Selection of other advisers and Educational seminars/workshops. The fees charged by financial advisory firms depended on the types of services they perform for each client. The average advisor to account ratio is 1 advisor per 278,310 account, but advisors may work with a higher or lower number of accounts based on firm practices. ![]() The advisory team at Cetera Advisor Networks LLC includes 2,867 advisor(s). Melissa Gallant may also provide advisory services in other states under an applicable state exemption from registration or notice filing.Ĭetera Advisor Networks LLC is a financial advisory firm with an office in Stoneham, MA. Melissa Gallant has previously passed the Series 63 and Series 65 examinations, and is registered to provide investment advice in Massachusetts, New Hampshire and Texas. Their current role is with Cetera Advisor Networks LLC, Cetera Advisor Networks LLC and Cetera Advisor Networks LLC and they have previously worked for Ameriprise Financial Services INC., Brophy Wealth Management, Comprehensive Asset Management & Servicing INC., LPL Financial LLC, Trilogy Capital INC. Melissa Gallant has been working for 12 years. Melissa Gallant is on the team of advisors at Cetera Advisor Networks LLC in Stoneham, MA.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |