Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Meehan is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC, and has been working in the industry since 1999. Michael has a strong background in the financial services industry, holding licenses for both Broker-Dealer and Investment Adviser representatives, with experience across various firms. Michael is committed to providing personalized financial advice and investment management services to help clients 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
VA
04/14/2023 - Present
Wells Fargo Clearing Services, LLC (VIRGINIA BEACH VA)
VA
05/18/2022 - 04/03/2023
LPL FINANCIAL LLC (VIRGINIA BEACH VA)
VA
05/29/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Virginia Beach VA)
VA
08/27/2007 - 05/01/2019
NAVY FEDERAL BROKERAGE SERVICES, LLC (VIRGINIA BEACH VA)
VA
12/04/2002 - 08/10/2007
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT NEWS VA)
WI
07/19/2001 - 11/04/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
07/19/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
08/14/1999 - 07/18/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
08/14/1999 - 07/18/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 04/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/01/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1999
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Michael Meehan is the right advisor for you? Invested Better is here to help.
