Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Kahn is a financial advisor with Pinnacle Peak Investments LLC based in Santa Fe, NM. Ryan has been in the financial industry for several years, having previously worked at Morgan Stanley. Ryan is licensed to offer investment advice in New Mexico. Pinnacle Peak Investments LLC specializes in providing portfolio management for businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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NM
09/06/2023 - Present
Pinnacle Peak Investments LLC (Santa Fe NM)
NM
10/14/2021 - 09/08/2023
MORGAN STANLEY (Santa Fe NM)
IA
Issued 09/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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