Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Tiernan is a financial advisor who has been in the industry since 1988. Patrick is currently registered with Ameriprise Financial Services, LLC and has been with them since 2021. Prior to that, Patrick worked for WELLS FARGO ADVISORS, JANNEY MONTGOMERY SCOTT LLC, and other financial firms. Patrick is registered as an investment advisor in New York and holds licenses in multiple states including: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Virginia, and Washington. Patrick specializes in providing financial planning, pension consulting, educational seminars, asset allocation services, and portfolio management for businesses and individuals.
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.
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2
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (MELVILLE NY)
NY
02/02/2001 - 12/06/2016
WELLS FARGO ADVISORS (MELVILLE NY)
PA
08/03/1998 - 02/12/2001
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
07/11/1994 - 08/13/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/02/1990 - 07/29/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NA
01/25/1990 - 05/04/1990
VANDERBILT SECURITIES, INC.
NA
05/20/1988 - 02/14/1990
J. T. MORAN & CO., INC.
NA
03/28/1988 - 05/23/1988
SHERWOOD CAPITAL, INC.
BC
Issued 04/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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