Unclaimed
John Gildersleeve Meakin is an active Registered Representative (RR) and Investment Advisor Representative (IAR) with Commonwealth Financial Network. John has been in the industry since May 2007. John has registrations in Maine, Massachusetts, and New Hampshire. John has passed the Series 66, Series 7 and SIE exams. John has experience with LPL Financial LLC, Raymond James Financial Services, Inc. and Banc of America Investment Services, Inc. John has experience with various client types, including individuals, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
10/15/2024 - Present
Commonwealth Financial Network (Newburyport MA)
MA
03/26/2021 - 10/08/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (BEVERLY MA)
MA
02/10/2009 - 04/05/2021
LPL FINANCIAL LLC (HAMILTON MA)
MA
10/18/2006 - 02/02/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 10/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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