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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ryan is an investment advisor representative with Commonwealth Financial Network. Jeffrey has over 20 years of experience in the financial services industry and is licensed to provide financial advice in Massachusetts. Jeffrey has worked with a number of firms over his career, including Lincoln Financial Distributors, Inc. and Guardian Investor Services LLC. Jeffrey has a range of experience providing financial services for individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jeffrey is committed to providing his clients with the highest level of personalized financial advice and guidance.
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.
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.
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MA
07/26/2024 - Present
Commonwealth Financial Network (Danvers MA)
PA
08/19/2014 - 11/11/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NY
01/12/2009 - 08/11/2014
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MA
02/22/2005 - 12/12/2008
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
01/21/2003 - 01/06/2005
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
05/15/2002 - 01/23/2003
CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
BC
Issued 06/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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