Paul Philip Melanson

Current Employers

Employment History

• 01/2008 → 12/2017
  South Shore Bank
  Weymouth, MA
• 01/2008 → 12/2017
  Infinex Investments, Inc.
  Weymouth, MA
• 12/2017 → 03/2022
  Lincoln Financial Advisors Corporation
  Rockland, MA
• 03/2022 → 06/2024
  Securities America, Inc
  Rockland, MA
• 03/2022 → 06/2024
  Securities America Advisors
  Rockland, MA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Rockland, MA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Rockland, MA

Previous Registrations

• 2022-03-08 → 2024-06-14
  Securities America Advisors, Inc.
  Rockland, MA
• 2018-01-26 → 2022-03-09
  Osaic Fa, Inc.
  Rockland, MA
  Boston, MA
  Rockland, MA
• 2008-01-31 → 2017-12-19
  Osaic Institutions, Inc.
  Meriden, CT
  Quincy, MA
  Weymouth, MA
  Weymouth, MA
• 2004-10-20 → 2008-01-23
  Banc Of America Investment Services, Inc.
  Bridgewater, MA
  Brockton, MA
  Stoughton, MA
  Avon, MA
  Stoughton, MA
  Brockton, MA
  Bridgewater, MA
  Newton, MA
• 2002-09-04 → 2004-10-20
  Quick & Reilly, Inc.
  Brockton, MA

Other Businesses

1. FIRST AMERICAN INSURANCE UNDERWRITERS POSITION: Insurance sales NATURE: Life insurance and Fixed Annuity IMO INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2018 ADDRESS: 460 Hillside Ave, Needham MA 02494 DESCRIPTION: Term and whole life insurance. Fixed annuities 2. BROKERS SERVICE MARKETING GROUP POSITION: Insurance sales NATURE: Life insurance and Fixed annuity sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2019 ADDRESS: 500 South Main St, Providence RI 02903 DESCRIPTION: Life insurance and fixed annuity sales 3. THE ACCORD SCHOOL POSITION: Board member NATURE: Board of Trustees Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2016 ADDRESS: 74 Accord Park Dr, Norwell MA 02061 DESCRIPTION: Volunteer member of the Board of Trustees. Participate in policy and direction of the school. 4. OHIO STATE LIFE INSURANCE CO POSITION: Representative NATURE: Fixed Annuity sales and service INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/28/2022 ADDRESS: 800 Hingham St, Rockland MA 02370, United States DESCRIPTION: Fixed Annuity sales and service 5. DBA - Rockham Financial Partners 6. BAILEY'S PACKAGE STORE POSITION: Clerk NATURE: Part time clerk INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 74 Pleasant St, Weymouth MA 02190 DESCRIPTION: Part time clerk in a retail store.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-11
• S63 Uniform Securities Agent State Law Examination
  1992-05-29

Other Names

• P Philip Melanson
• Phil Melanson