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Shannon Elizabeth McVeigh

Franklin Distributors, LLC

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About Shannon Elizabeth McVeigh

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.

Firm Information

Shannon McVeigh is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Shannon McVeigh’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shannon Elizabeth McVeigh.
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