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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joely? Claim Your ProfileJoely Sue Meighan is a financial advisor at D.a. Davidson & Co. with over 25 years of experience in the industry. Joely has a broad range of experience and is registered with the state of Washington as both a Broker-Dealer and Investment Advisor Representative. Joely holds several industry certifications, including Series 7, 24, 31, and 65. Joely provides a variety of financial services including financial planning, portfolio management, and educational seminars. Joely works with a variety of clients including individuals, families, businesses, and charitable organizations.
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.
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.
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2
WA
10/29/2002 - Present
D.a. Davidson & Co. (SEATTLE WA)
IA
Issued 10/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 11/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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