Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Marie Meehan is a financial advisor with over 35 years of experience in the industry. She is currently registered with MML Investors Services, LLC, and has worked with a variety of financial institutions over the years. Theresa has a wide range of experience in the financial industry, including investment advisory and brokerage services. She has worked with a variety of clients, including high-net-worth individuals, corporations, and pension funds. Theresa is committed to providing her clients with the best possible financial advice and services. She is dedicated to helping clients 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.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (WAKEFIELD MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WAKEFIELD 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
01/29/2003 - 09/20/2010
LPL FINANCIAL CORPORATION (LEXINGTON MA)
MA
01/15/1998 - 02/04/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
06/07/1985 - 01/12/1998
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 04/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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