Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Deluca Meehan is a financial professional with over 10 years of experience in the industry. Denise currently works at Eagle Strategies LLC where she serves as an investment advisor representative, assisting clients in managing their financial goals. Prior to joining Eagle Strategies LLC, Denise worked for a number of well-known financial firms including Janney Montgomery Scott LLC, NYLIFE Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and CCO Investment Services Corp.
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.
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.
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2
PA
12/06/2023 - Present
Eagle Strategies LLC (HORSHAM PA)
PA
05/08/2023 - 09/26/2023
JANNEY MONTGOMERY SCOTT LLC (Philadelphia PA)
PA
06/13/2016 - 05/04/2023
NYLIFE SECURITIES LLC (HORSHAM PA)
NJ
10/22/2014 - 05/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
08/07/2013 - 09/09/2014
CCO INVESTMENT SERVICES CORP. (PLYMOUTH MEETING PA)
BOTH
Issued 06/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/25/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/14/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 05/12/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 03/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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