Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames David Meehan is a financial professional with over 20 years of experience in the industry. James is currently registered with Jackson National Life Distributors LLC and has held prior registrations with Lincoln Financial Distributors, Inc., Legg Mason Wood Walker, Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. James holds the Series 7 and Series 63 licenses as well as the Securities Industry Essentials (SIE) Exam. James is licensed in New Jersey and is a Registered Representative and Investment Advisor Representative.
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.
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.
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2
TN
01/30/2002 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
PA
04/03/2001 - 01/09/2002
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MD
05/25/2000 - 03/27/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MN
03/09/1999 - 05/31/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/09/1999 - 05/31/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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