Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Meehan is a financial advisor with TD Private Client Wealth LLC. Patrick has been in the financial services industry since 2001. Patrick is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Patrick specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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2
MA
07/13/2022 - Present
TD Private Client Wealth LLC (Beverly MA)
MA
03/25/2019 - 06/24/2021
SANTANDER SECURITIES LLC (Gloucester MA)
MA
10/14/2015 - 01/07/2019
FSC SECURITIES CORPORATION (SOUTH HAMILTON MA)
MA
02/11/2013 - 09/30/2015
EDWARD JONES (IPSWICH MA)
MA
07/27/2009 - 10/05/2011
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
NY
01/10/2007 - 04/03/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/08/2003 - 06/12/2006
UNX, INC. (NEW YORK NY)
PA
05/17/2000 - 06/18/2003
BRUT, LLC (PHILADELPHIA PA)
NY
12/10/2002 - 06/04/2003
SUNGARD GLOBAL EXECUTION SERVICES LLC (NEW YORK NY)
NJ
11/04/1997 - 03/24/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/10/1995 - 06/25/1997
SUPPES SECURITIES, INC. (NYC NY)
BOTH
Issued 02/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2004
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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