Unclaimed
Ryan Kennedy is an Investment Advisor Representative with Kevin Kennedy, LLC in San Diego, California. Ryan has been in the financial services industry for over 5 years. Ryan holds a Series 65 license and specializes in financial planning, portfolio management for individuals and businesses, 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.
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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CA
11/28/2023 - Present
Kevin Kennedy, LLC (San Diego CA)
IA
Issued 11/22/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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