Unclaimed
Westley McGeoghegan is a registered representative with American Capital Partners, LLC, a firm that is active in both the Broker Dealer and Investment Advisor space. Westley has over 5 years of experience in the financial services industry. Westley is licensed to sell securities in New York. Prior to joining American Capital Partners, Westley has held positions at Arcadia Securities, LLC, CIM Securities, LLC, Lincoln Investment and J.P. Morgan Securities LLC.
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
NY
04/08/2024 - Present
American Capital Partners, LLC (New York NY)
NY
05/23/2019 - 03/10/2020
ARCADIA SECURITIES, LLC (New York NY)
NY
07/10/2017 - 05/25/2019
CIM SECURITIES, LLC (New York NY)
MA
03/04/2016 - 04/10/2017
LINCOLN INVESTMENT (BOSTON MA)
MA
11/13/2015 - 02/23/2016
J.P. MORGAN SECURITIES LLC (BOSTON MA)
NH
12/10/2014 - 09/22/2015
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 04/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/05/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/25/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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