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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Kennedy is a financial advisor in West Hartford, Connecticut. Ryan has been in the financial services industry for over 20 years and is currently registered with Cetera Investment Advisers LLC. He has held previous positions with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Citigroup Global Markets Inc. Ryan holds several licenses, including Series 7, Series 24, Series 31, Series 63, and Series 65. Ryan has been recognized for his expertise in financial planning and portfolio management. Ryan is committed to providing personalized financial advice to help clients 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.
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
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (WEST HARTFORD CT)
CT
04/20/2012 - 12/09/2022
CANTELLA & CO., INC. (WEST HARTFORD CT)
CT
06/01/2009 - 04/30/2012
MORGAN STANLEY SMITH BARNEY (WEST HARTFORD CT)
CT
02/01/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HARTFORD CT)
CT
12/21/2000 - 02/07/2008
CITIGROUP GLOBAL MARKETS INC. (HARTFORD CT)
IA
Issued 01/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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