Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Thomas Meehan is a financial advisor with LPL Financial LLC in Woburn, Massachusetts. Michael has been in the financial services industry since 1985. Michael previously worked at Lincoln Financial Advisors Corporation, MetLife Securities, Inc, New England Securities, 1st Global Capital Corp., LPL Financial Corporation, Signator Investors, Inc., John Hancock Mutual Life Insurance Company, and MONY Securities Corp. Michael is registered with the state of Massachusetts as an Investment Advisor Representative.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
06/25/2020 - Present
LPL Financial LLC (WOBURN MA)
MA
06/15/2016 - 05/14/2020
LINCOLN FINANCIAL ADVISORS CORPORATION (WOBURN MA)
MA
01/02/2015 - 06/16/2016
METLIFE SECURITIES, INC (LEXINGTON MA)
MA
08/31/2012 - 01/02/2015
NEW ENGLAND SECURITIES (LEXINGTON MA)
MA
09/13/2010 - 09/04/2012
1ST GLOBAL CAPITAL CORP. (LEXINGTON MA)
MA
01/27/2003 - 09/20/2010
LPL FINANCIAL CORPORATION (LEXINGTON MA)
MA
02/15/1996 - 02/05/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/14/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
02/19/1985 - 02/12/1996
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 05/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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