Unclaimed
Ryan Kelley is a financial advisor who has been in the industry since 2002. Ryan is currently registered with Fifth Third Securities, Inc. in Indiana and Illinois. Ryan's experience includes working at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Salomon Smith Barney Inc. Ryan holds the Series 3, Series 7, Series 63 and Series 65 licenses. Ryan's specializations include securities, commodities, investment advisory and insurance. Ryan is committed to providing clients with personalized financial advice and helping them reach 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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
IN
08/30/2010 - Present
Fifth Third Securities, Inc. (MT VERNON IN)
IN
06/01/2009 - 09/13/2010
MORGAN STANLEY SMITH BARNEY (EVANSVILLE IN)
IN
01/21/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (EVANSVILLE IN)
NY
12/12/2001 - 06/28/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 05/06/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2003
Series 3 - National Commodity Futures Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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