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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rian? Claim Your ProfileRian Morrissey is a financial advisor who has been in the industry since 2007. Rian currently works at Kestra Advisory Services, LLC and holds a Series 6, 7, 63, 65, and 66 licenses. Rian's experience spans multiple firms including Edward Jones, OppenheimerFunds Distributor, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Jackson National Life Distributors LLC. Rian is a CERTIFIED FINANCIAL PLANNER™ professional and offers a range of services including financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors. Rian is registered in 34 states and the District of Columbia.
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.
1
2
CO
04/24/2019 - Present
Kestra Advisory Services, LLC (Denver CO)
CO
01/03/2019 - 04/10/2019
EDWARD JONES (DENVER CO)
CO
07/31/2012 - 01/08/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
06/21/2011 - 07/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
CO
05/20/2009 - 05/25/2011
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
PA
03/01/2007 - 05/05/2009
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
BOTH
Issued 01/10/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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