Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Ryan is a financial advisor with Morgan Stanley. Kevin has been working in the financial services industry since 1998 and holds Series 7, 63, 66, and 72 licenses. Kevin has a proven track record of providing sound financial advice and investment strategies to individuals, families, and businesses. Kevin is committed to building strong relationships with clients and helping 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.
Strategic management for diversified investment portfolios.
Asset allocation 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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
FL
04/05/2022 - Present
Morgan Stanley (Winter Park FL)
TX
01/04/2021 - 03/18/2022
GOLDMAN SACHS & CO. LLC (HOUSTON TX)
TX
03/13/2020 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (HOUSTON TX)
TX
06/27/2019 - 03/07/2020
TD AMERITRADE, INC. (HOUSTON TX)
TX
05/16/2013 - 07/06/2018
BBVA SECURITIES INC. (HOUSTON TX)
TX
03/15/2013 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
FL
11/29/2010 - 12/18/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH FL)
FL
06/10/2004 - 03/05/2010
SUNTRUST INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
MA
12/19/2001 - 05/07/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
03/01/1994 - 07/13/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 01/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 07/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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