Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loran? Claim Your ProfileLoran Meehan is an investment professional with over a decade of experience in the financial services industry. Loran has a Series 7, Series 63, and SIE license. Loran has a proven track record of success in providing investment advice and portfolio management services to a wide range of clients. Currently, Loran is an investment advisor at Wells Fargo Clearing Services, LLC. Previously, Loran was an investment advisor at MORGAN STANLEY and SCOTTRADE, INC. Loran is committed to providing their clients with personalized financial guidance and helping them achieve their financial goals.
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.
Investment consulting services to institutional clients
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
NJ
07/02/2019 - Present
Wells Fargo Clearing Services, LLC (FLORHAM PARK NJ)
NJ
10/14/2011 - 07/05/2019
MORGAN STANLEY (FLORHAM PARK NJ)
NJ
07/23/2010 - 10/14/2011
SCOTTRADE, INC. (NEW BRUNSWICK NJ)
BC
Issued 09/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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