Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lynn Ryland is a financial advisor who has been in the industry since 2009. Kelly Lynn Ryland is currently registered with Independent Financial Partners. Kelly Lynn Ryland is also a Registered Representative with FINRA. Kelly Lynn Ryland provides financial planning, investment advice, and pension consulting services. Kelly Lynn Ryland is registered to provide investment advice in Alabama, California, Florida, Louisiana, North Carolina, Ohio, Pennsylvania, and Washington.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
08/10/2022 - Present
Independent Financial Partners (Pensacola FL)
FL
06/13/2014 - 07/15/2019
LPL FINANCIAL LLC (PENSACOLA FL)
FL
04/11/2012 - 06/16/2014
SIGNATOR FINANCIAL SERVICES, INC. (PENSACOLA FL)
FL
11/05/2011 - 04/18/2012
NYLIFE SECURITIES LLC (PENSACOLA FL)
FL
03/14/2008 - 09/23/2008
THE O.N. EQUITY SALES COMPANY (PENSACOLA FL)
OH
09/12/2006 - 02/09/2007
KEY INVESTMENT SERVICES LLC (TOLEDO OH)
OH
10/04/2005 - 09/11/2006
SECURIAN FINANCIAL SERVICES, INC. (TOLEDO OH)
BOTH
Issued 04/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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