Tiera L. Mulligan
Professional summary
Tiera Lynn Mulligan, who also goes by Tiera L Shelgren, Tiera Lynn Shelgren, is a registered financial advisor currently at TRAPHAGEN FINANCIAL GROUP located in Oradell, New Jersey.
Tiera is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Tiera has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tiera Lynn Mulligan's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 20, 2013 - Present
TRAPHAGEN FINANCIAL GROUP
Office #1: 234 Kinderkamack Rd, Oradell, NJ 07649October 1, 2012 - January 23, 2013
J.P. MORGAN SECURITIES LLC
October 19, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
March 17, 2011 - September 21, 2011
MERCER ALLIED COMPANY, L.P.
July 9, 2010 - November 8, 2010
FORESTERS FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
TRAPHAGEN FINANCIAL GROUP
CRD#: 107764 / SEC#: 801-56130
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/20/2013)
Exams
Current Firm
TRAPHAGEN FINANCIAL GROUP
CRD#: 107764 / SEC#: 801-56130
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,964 |
| AUM (Assets Under Management) | $ 1,898,214,989 |
Red Flags
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