Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Tierney is a financial advisor who has been in the industry since February 1999. Patrick is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed in both New Jersey and Texas. Prior to joining Merrill Lynch, Patrick worked at both BANC of America Investment Services, INC. and QUICK & REILLY, INC. Patrick specializes in providing financial advice to a variety of clients, including individuals, corporations, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
01/10/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLEMINGTON NJ)
NJ
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MANVILLE NJ)
NY
05/12/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
02/16/1999 - 05/06/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 4/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/2/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/19/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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