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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 Kelley is an investment advisor representative with Fifth Third Securities, Inc. based in MT VERNON, IN. Ryan has been in the industry since 2002 and has experience with a number of firms, including MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC.. Ryan holds Series 3, 7, and 63 licenses as well as Series 65. Ryan is registered with the state of Indiana and Illinois as well as the state of California, Colorado, Florida, Georgia, Kentucky, Mississippi, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia, and Washington. Ryan specializes in providing financial planning, portfolio management for businesses and individuals and selection of other advisors.
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 5/6/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 2/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/12/2003
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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