Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Edward Ryan is a financial advisor with over 18 years of experience in the financial services industry. Kevin has a wide range of experience, working with both high-net-worth individuals and individuals other than high-net-worth. Kevin currently works with Aurora Private Wealth, Inc. Prior to that Kevin worked at Purshe Kaplan Sterling Investments, LPL Financial LLC, Cresap, Inc., and UBS Financial Services Inc. Kevin is registered as a registered representative in New Jersey, Delaware, Florida, Georgia, Louisiana, New York, Pennsylvania, Rhode Island, and Virginia. Kevin holds the Series 6, 7, 63 and 66 securities licenses and is registered with the Securities and Exchange Commission (SEC).
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
01/03/2019 - Present
Aurora Private Wealth, Inc. (Pennington NJ)
NJ
05/18/2016 - 12/31/2018
PURSHE KAPLAN STERLING INVESTMENTS (Pennington NJ)
NJ
07/07/2011 - 05/02/2016
LPL FINANCIAL LLC (PENNINGTON NJ)
PA
03/11/2010 - 07/01/2011
CRESAP, INC. (BRYN MAWR PA)
PA
01/04/2005 - 03/12/2010
UBS FINANCIAL SERVICES INC. (NEWTOWN PA)
NA
04/15/1986 - 12/20/1986
WADDELL & REED, INC.
BOTH
Issued 01/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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