Unclaimed
Paul Roe Beirne is a financial advisor with Alliancebernstein LP and has been in the industry since April 12, 1988. Paul is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Paul has a Series 7, Series 31, and Series 63 license as well as a Series 65 license. Paul has been registered with Alliancebernstein LP since November 2000 and has previously worked at Sanford C. Bernstein & Co., Inc. and Papakou & Company, Inc. Paul is a managing partner of B&B Investment Group and president of the Beirne Foundation. Paul specializes in asset allocation, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Paul also provides financial planning services. Paul's current registrations include District of Columbia, Florida, New York, and Texas.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
10/21/2013 - Present
Alliancebernstein LP (NEW YORK NY)
NY
08/16/1991 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
NY
07/18/1991 - 10/29/1991
PAPAMARKOU & COMPANY, INC. (NEW YORK NY)
NY
07/15/1987 - 10/17/1990
PAPAMARKOU & COMPANY, INC. (NEW YORK NY)
IA
Issued 06/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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