Invested Better
Unclaimed

Unclaimed

Unclaimed

Ryan Jay Kelley

Fifth Third Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ryan? Claim Your Profile

About Ryan Jay Kelley

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.

Firm Information

Ryan Kelley is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

34 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ryan Kelley’s Registration & Firm History

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)

Not sure if Ryan Jay Kelley is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Jay Kelley.
Not sure if Ryan Jay Kelley is right for you?