Unclaimed
Kevin Tiernan is a Registered Investment Advisor Representative at Maslow Wealth Advisors in Austin, Texas. Kevin has been in the industry since 2002 and has experience with securities, investments and financial planning. Kevin has passed the Series 63, 65, 7 and SIE exams. Kevin is also an equity owner at Cibolo Al, LLC, a software company.
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.
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
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.
% of assets under other management
1
2
TX
09/27/2022 - Present
Maslow Wealth Advisors (AUSTIN TX)
TX
03/24/2015 - 09/08/2022
DFA SECURITIES LLC (AUSTIN TX)
NJ
10/14/2010 - 03/10/2015
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
MD
01/15/2009 - 09/14/2010
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
MD
05/30/2008 - 01/12/2009
MERIDIAN INVESTMENTS, INC. (POTOMAC MD)
NY
06/06/2005 - 11/03/2005
MAXCOR FINANCIAL INC. (NEW YORK NY)
NY
03/03/2005 - 11/03/2005
BGC MARKETS, L.P. (NEW YORK NY)
NY
08/26/2003 - 10/01/2004
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
NY
05/01/2002 - 08/01/2003
TULLETT LIBERTY SECURITIES INC. (NEW YORK NY)
IA
Issued 12/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2002
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
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