Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kieran? Claim Your ProfileKieran Lynch is a financial advisor with over 30 years of experience in the financial services industry. Kieran has a wide range of experience, having worked with firms such as UBS Financial Services Inc. and Citigroup Global Markets Inc. Kieran currently works with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Kieran holds a Series 7, Series 63, and Series 65 license. Kieran is also a Certified Financial Planner.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
04/09/2024 - Present
J.p. Morgan Securities LLC (Paramus NJ)
NJ
08/09/2019 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Paramus NJ)
NJ
02/03/2006 - 08/20/2019
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NJ
08/10/1992 - 02/17/2006
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NY
06/17/1991 - 08/24/1992
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
IA
Issued 07/14/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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