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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ryan is an investment advisor representative associated with THE Colony Group, LLC, and has been in the industry since 2006. Jennifer has a strong background in financial services, holding a Series 7, Series 31, and Series 66 license. Jennifer previously worked at PURSHE KAPLAN STERLING INVESTMENTS, MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC. Jennifer is a Certified Financial Planner and currently holds registrations in Maryland and Texas. Jennifer's specializations include retirement planning, college savings, estate planning, insurance, and investment management.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MD
06/03/2024 - Present
THE Colony Group, LLC (Hunt Valley MD)
MD
02/13/2013 - 01/07/2015
PURSHE KAPLAN STERLING INVESTMENTS (TOWSON MD)
NY
06/01/2009 - 04/29/2011
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
05/12/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 11/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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