Unclaimed
Paul Louis Tiernan is a registered representative with MML Investors Services, LLC. Paul has been in the financial industry since 2002 and has worked with several firms, including LPL Financial LLC, Citizens Securities, Inc., and Merrill Lynch. Paul has extensive experience working with clients in Massachusetts and is licensed to provide investment advice in Rhode Island as well. Paul provides financial planning services, portfolio management, and educational seminars to his 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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
02/01/2023 - Present
MML Investors Services, LLC (NORTH ANDOVER MA)
MA
11/26/2018 - 01/11/2023
LPL FINANCIAL LLC (WALTHAM MA)
MA
09/25/2017 - 10/12/2018
CITIZENS SECURITIES, INC. (BELMONT MA)
MA
02/12/2016 - 10/03/2017
GWFS EQUITIES, INC. (ANDOVER MA)
MA
09/09/2014 - 10/30/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STONEHAM MA)
FL
08/26/2013 - 07/31/2014
PNC INVESTMENTS (CLEARWATER FL)
FL
09/07/2012 - 08/12/2013
TD AMERITRADE, INC. (TAMPA FL)
FL
02/07/2011 - 08/22/2012
FIDELITY BROKERAGE SERVICES LLC (TAMPA FL)
NY
05/17/2005 - 09/07/2010
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NJ
08/01/2002 - 03/11/2005
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MA
11/13/2000 - 07/08/2002
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 02/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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