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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gerard Meehan is a financial advisor with over 28 years of experience in the industry. Daniel Gerard Meehan is currently registered with BFC Planning, Inc. and is licensed in Georgia. Daniel Gerard Meehan has previously been affiliated with a number of other firms, including The Strategic Financial Alliance, Inc., Independent Financial Group, LLC, and Arkadios Capital. Daniel Gerard Meehan holds several industry licenses and certifications including Series 65, Series 63, Series 10, Series 9, Series 24, Series 8, SIE, and Series 7. Daniel Gerard Meehan has experience providing financial advice to a variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor fee
1
2
IA
11/13/2024 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
GA
08/02/2023 - 05/02/2024
THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)
CA
07/28/2022 - 07/28/2023
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
GA
10/01/2019 - 03/25/2021
ARKADIOS CAPITAL (Atlanta GA)
GA
09/01/2010 - 09/13/2019
KALOS CAPITAL, INC. (ALPHARETTA GA)
NE
09/06/2006 - 09/02/2010
TD AMERITRADE, INC. (OMAHA NE)
GA
12/04/2004 - 07/13/2006
SECURITIES AMERICA, INC. (ALPHARETTA GA)
FL
07/03/2002 - 12/02/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
GA
05/22/2000 - 06/21/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
04/01/1999 - 05/22/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/19/1998 - 04/01/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/12/1994 - 08/21/1998
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NA
12/14/1992 - 04/21/1994
MATHEWS, HOLMQUIST & ASSOCIATES, INC.
IA
Issued 01/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 06/09/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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