Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Meehan is a financial advisor based in Houston, Texas. Christopher has been working in the financial industry since 2009. Christopher is currently registered with Cambridge Investment Research Advisors, Inc. and holds licenses Series 63, Series 65, Series 7 and the SIE. Christopher has previously worked for SALIENT CAPITAL L.P., MID ATLANTIC CAPITAL CORPORATION and MORGAN STANLEY. Christopher's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
11/16/2020 - Present
Cambridge Investment Research Advisors, Inc. (Houston TX)
TX
05/08/2018 - 03/24/2020
MID ATLANTIC CAPITAL CORPORATION (KATY TX)
TX
10/02/2014 - 04/30/2018
SALIENT CAPITAL L.P. (HOUSTON TX)
NY
11/11/2011 - 10/04/2014
MORGAN STANLEY (NEW YORK NY)
NY
11/19/2009 - 08/25/2010
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 01/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Meehan is the right advisor for you? Invested Better is here to help.
