Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Meehan is a financial professional with over 30 years of experience in the industry. James is currently registered with Hornor, Townsend & Kent, LLC as a Registered Representative and Investment Advisor Representative. James also holds licenses to sell insurance products through multiple carriers, including Penn Mutual Life Insurance Company. James is a highly experienced professional in the insurance industry, having worked with numerous insurance companies. James currently provides investment advisory and insurance services to individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. James has expertise in financial planning, portfolio management, 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.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
FL
11/18/2011 - Present
Hornor, Townsend & Kent, LLC (BOCA RATON FL)
PA
08/21/1991 - 05/06/2011
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
BC
Issued 08/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Meehan is the right advisor for you? Invested Better is here to help.
