Unclaimed
Andrew Meehan is a financial advisor with over 20 years of experience in the industry. Andrew is currently registered with Wealthcare Advisory Partners LLC in West Chester, Pennsylvania, where Andrew provides financial planning, portfolio management, and pension consulting services. Andrew has a wide range of experience, having previously worked with Financial Network Investment Corporation and AXA Advisors, LLC. Andrew holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Andrew is committed to providing his clients with personalized financial advice to help them reach their financial goals.
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.
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.
1
2
PA
03/16/2015 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
PA
08/31/2010 - 09/18/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (HOLLAND PA)
PA
11/12/1998 - 09/01/2010
AXA ADVISORS, LLC (HOLLAND PA)
NY
11/12/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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