Unclaimed
Shannon Elizabeth McVeigh is a financial professional with over 10 years of experience in the industry. Shannon is currently registered with Franklin Distributors, LLC. Shannon has held previous positions at Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Securities LLC. Shannon holds a Series 3, Series 7, Series 63, and SIE licenses.
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.
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.
1
2
CT
07/07/2021 - Present
Franklin Distributors, LLC (STAMFORD CT)
NY
03/27/2017 - 11/16/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (NEW YORK NY)
NY
12/08/2016 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (NEW YORK NY)
NY
05/20/2011 - 11/28/2016
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
03/11/2011 - 05/19/2011
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 03/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2015
Series 3 - National Commodity Futures Examination
BC
Issued 03/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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