Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Gerard Kenny is a financial advisor with Crestwood Advisors in BOSTON, MA. Ryan has been in the industry since 2008. Ryan has a Series 3, 7 and 63 licenses and has passed the SIE and Series 65 exams. Ryan is also a Chartered Financial Analyst. Ryan has experience working at BARCLAYS CAPITAL INC., J.P. MORGAN SECURITIES LLC, and STATE STREET GLOBAL MARKETS, LLC.
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.
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.
Family office consulting, credit and cash management solutions, insurance solutions
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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2
MA
05/25/2017 - Present
Crestwood Advisors (BOSTON MA)
MA
05/10/2012 - 12/12/2014
BARCLAYS CAPITAL INC. (BOSTON MA)
MA
05/12/2010 - 05/25/2012
J.P. MORGAN SECURITIES LLC (BOSTON MA)
MA
07/28/2008 - 11/13/2008
STATE STREET GLOBAL MARKETS, LLC (QUINCY MA)
IA
Issued 11/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2014
Series 3 - National Commodity Futures Examination
BC
Issued 07/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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