Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul J McKirgan is an active investment advisor representative and securities representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Paul McKirgan has been in the industry since April 1, 1996, and has worked with several firms during his career including Quick & Reilly, Inc. and BANC OF AMERICA INVESTMENT SERVICES, INC.. Paul McKirgan has a strong professional background having passed Series 7, Series 10, Series 11, Series 24, Series 63 and Series 65 exams. Paul McKirgan is registered to provide securities and investment advisory services in various states including New York, New Jersey and Texas. Paul McKirgan is also registered with FINRA as a registered representative.
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
NY
02/28/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WHITE PLAINS NY)
NY
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WHITE PLAINS NY)
NY
08/07/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
02/11/1998 - 08/07/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
NY
10/29/1996 - 02/06/1998
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
12/21/1994 - 07/22/1995
OTA LIMITED PARTNERSHIP (PURCHASE NY)
IA
Issued 01/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1994
Series 11 - Assistant Representative-Order Processing Qualification Exam
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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