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 and investment advisor representative, with over 20 years of experience in the financial services industry. Kevin is a Certified Financial Planner™ professional and has a strong track record of helping clients achieve their financial goals. He is currently registered with Osaic Wealth, Inc. and NWF Advisory Services Inc., both located in Los Angeles, California. Kevin works with a variety of clients including individuals, families, businesses, and charitable organizations. Kevin has expertise in providing financial planning, investment management, and retirement planning services.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
10/11/2016 - Present
Osaic Wealth, Inc. (LOS ANGELES CA)
DE
07/02/2001 - 08/30/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
AZ
08/21/2000 - 06/01/2001
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 04/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Ryan is the right advisor for you? Invested Better is here to help.
