Unclaimed
Ryan Eugene Kennedy is a financial advisor registered with the state of California. Ryan has been in the industry since 2012 and has held positions with Transamerica Financial Advisors, Inc., Morgan Stanley Smith Barney LLC, and World Financial Group, Inc. Ryan is currently registered with Advisory Services Network, LLC, which is based in Atlanta, Georgia. Advisory Services Network, LLC is a registered investment adviser that provides financial planning, portfolio management for individuals, and selection of other advisers. Advisory Services Network, LLC has approximately 6.82 billion dollars in assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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GA
08/26/2022 - Present
Advisory Services Network (ATLANTA GA)
CA
07/18/2016 - 09/13/2022
MORGAN STANLEY (Brea CA)
CA
10/23/2013 - 05/11/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CHINO CA)
IA
Issued 04/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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