Unclaimed
Ryan Kirby is a registered investment advisor representative with Snowden Capital Advisors LLC. Ryan has been in the financial services industry since January 26, 2002. Ryan holds Series 7, 9, 10, 31, 63, and 65 licenses. Ryan has prior experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Folger Nolan Fleming Douglas Incorporated. Ryan is also a board member of Junior Achievement of Eastern Shore, Atlantic General Hospital Foundation, and Diakonia. Ryan currently provides investment advisory services to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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
MD
03/11/2017 - Present
Snowden Capital Advisors LLC (Ocean Pines MD)
MD
09/17/2004 - 03/13/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALISBURY MD)
DC
08/16/2002 - 09/14/2004
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED (WASHINGTON DC)
MD
01/25/2002 - 08/15/2002
LOMBARD SECURITIES INCORPORATED (BALTIMORE MD)
IA
Issued 12/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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