Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kieran? Claim Your ProfileKieran McManus is a financial advisor registered with LPL Financial LLC. Kieran has been in the financial industry for over 20 years and holds Series 6, 7, 63, and 66 securities licenses and the SIE exam. Kieran has worked for several other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, PNC Investments, UBS Financial Services Inc., and Wells Fargo Advisors, LLC. Kieran's experience and qualifications make him well-suited to provide financial advice to a wide range of clients.
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.
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2
SC
02/09/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
05/20/2016 - 05/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MATTHEWS NC)
NC
01/26/2015 - 05/04/2016
PNC INVESTMENTS (CHARLOTTE NC)
NC
05/08/2014 - 01/08/2015
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
10/01/2000 - 04/14/2014
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
12/16/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 09/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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