Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Francis Ryan is a financial advisor with Commonwealth Financial Network. Keith has been in the financial services industry since 1982 and has a wide range of experience in investments, financial planning, and insurance. Keith holds several licenses and certifications, including Series 3, 7, 15, and 63. He has previously worked at UBS Financial Services, Kidder, Peabody & Co., Merrill Lynch, and Blinder, Robinson & Co. Keith is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
1
2
NY
05/15/2021 - Present
Commonwealth Financial Network (Melville NY)
NY
01/28/1995 - 05/25/2021
UBS FINANCIAL SERVICES INC. (GARDEN CITY NY)
NY
08/17/1987 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
04/22/1983 - 08/18/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
12/21/1982 - 04/25/1983
BLINDER, ROBINSON & CO.,INC.
IA
Issued 11/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1990
Series 3 - National Commodity Futures Examination
BC
Issued 07/12/1988
Series 15 - Foreign Currency Options Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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