Unclaimed
Edward Lawrence Kiernan is a financial advisor with LPL Financial LLC. He has been in the industry since 2002. Edward Lawrence Kiernan has a broad background in the financial services industry and has held positions at several firms including OSAIC WEALTH, INC. and SII INVESTMENTS, INC.. Edward Lawrence Kiernan specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
01/02/2024 - Present
LPL Financial LLC (WESTBOROUGH MA)
MA
09/01/2023 - 12/13/2023
OSAIC WEALTH, INC. (WESTBOROUGH MA)
MA
11/28/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WESTBOROUGH MA)
MA
06/22/2007 - 11/28/2017
SII INVESTMENTS, INC. (WESTBOROUGH MA)
MA
01/02/2004 - 06/22/2007
LEGACY FINANCIAL SERVICES, INC. (MILFORD MA)
DE
06/17/2002 - 11/20/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
12/21/2001 - 04/16/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 09/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Kiernan is the right advisor for you? Invested Better is here to help.