Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kieran? Claim Your ProfileKieran John Doherty is a financial advisor with Ameriprise Financial Services, LLC. Kieran has over 14 years of experience in the financial industry, working with clients in areas such as asset allocation, financial planning, pension consulting, educational seminars, and portfolio management. Kieran has held prior positions at Snowden Lane Partners, Morgan Stanley, and Deutsche Bank Securities. Kieran holds Series 63, 66, and 7 licenses, and also holds the SIE designation. Kieran is registered in Connecticut, Maine, Nevada, and New Jersey. Kieran serves clients including high-net-worth individuals, trusts, estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Kieran is a board member for Doherty, an organization based in Madison, Connecticut.
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 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.
A percentage of the total value of assets under management is charged.
1
2
CT
03/18/2022 - Present
Ameriprise Financial Services, LLC (New Haven CT)
CT
03/22/2016 - 03/30/2022
SNOWDEN ACCOUNT SERVICES LLC (NEW HAVEN CT)
CT
08/10/2012 - 04/11/2016
MORGAN STANLEY (NEW HAVEN CT)
PA
09/12/2006 - 09/12/2008
DEUTSCHE BANK SECURITIES INC. (PHILADELPHIA PA)
PA
03/24/2005 - 09/28/2006
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
03/19/2004 - 08/02/2004
FIRST ALBANY CAPITAL INC. (NEW YORK NY)
BOTH
Issued 08/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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