Unclaimed
Scott Meenan is an Investment Advisor Representative who has been active in the financial industry since 1998. Scott Meenan is currently registered with J.P. Morgan Securities LLC. Scott Meenan has been with J.P. Morgan Securities LLC since April 2023. Prior to joining J.P. Morgan Securities LLC, Scott Meenan was employed by Frost Brokerage Services, Inc., Citigroup Global Markets Inc., Axiom Capital Management, Inc., Advisors Asset Management, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., and Diversified Investors Securities Corp.. Scott Meenan is registered to provide investment advisory services in California, Georgia, Iowa, Nevada, North Carolina, Texas and Virginia. Scott Meenan offers a range of financial services including financial planning, pension consulting, and selection of other advisors. Scott Meenan is committed to providing clients with personalized financial advice and guidance to help 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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
04/19/2023 - Present
J.p. Morgan Securities LLC (SAN ANTONIO TX)
TX
03/05/2021 - 10/31/2022
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
TX
02/09/2017 - 02/24/2021
CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)
TX
10/03/2016 - 11/14/2016
AXIOM CAPITAL MANAGEMENT, INC. (AUSTIN TX)
TX
01/11/2011 - 09/13/2016
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
NY
04/28/2006 - 12/14/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
NY
12/16/1999 - 05/04/2006
MORGAN STANLEY DW INC. (WHITE PLAINS NY)
NY
11/28/1997 - 10/04/1999
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
IA
Issued 01/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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