Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Meehan is a financial advisor who has been in the industry since 2013. Denise is currently registered with Eagle Strategies LLC and has previously worked for Janney Montgomery Scott LLC, NYLIFE Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and CCO Investment Services Corp. Denise holds a variety of licenses and certifications, including Series 6, 7, 9, 10, 24, 31, 52, 53, and 63, and SIE, as well as the Uniform Combined State Law Examination. Denise provides a range of services to individual and institutional clients, including financial planning, portfolio management, and educational seminars.
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.
1
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 6/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/1/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 4/25/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 4/14/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 5/12/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 3/8/2014
Series 7 - General Securities Representative Examination
BC
Issued 8/7/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Denise Meehan is the right advisor for you? Invested Better is here to help.
