Unclaimed
Kelly Gallagher Ryan is a financial professional with over 20 years of experience in the financial services industry. Kelly is currently registered with Lazard Asset Management Securities LLC in Boston, MA. Kelly has held previous positions with STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC, CITIGROUP GLOBAL MARKETS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Kelly holds a Series 66, Series 24, Series 31, SIE, and Series 7 licenses.
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.
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.
1
2
MA
10/19/2022 - Present
Lazard Asset Management Securities LLC (Boston MA)
MA
03/02/2007 - 09/08/2022
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Boston MA)
MA
01/24/2005 - 02/01/2007
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
07/02/2002 - 01/24/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2016
Series 24 - General Securities Principal Examination
BC
Issued 02/03/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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