Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Keegan is a financial advisor with over 4 years of experience in the industry. Ryan is currently registered with LPL Financial LLC in New York and Pennsylvania and has previously been registered with M&T Securities, Inc. and Citizens Securities, Inc. Ryan holds Series 7, 63, and 65 securities licenses and has a background in the financial services industry, having worked at Citizens Bank and Pacer Financial, Inc. Ryan has a strong commitment to providing his clients with personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
09/23/2021 - Present
LPL Financial LLC (CAMILLUS NY)
NY
03/04/2021 - 06/09/2021
M&T SECURITIES, INC. (SYRACUSE NY)
PA
06/25/2019 - 12/31/2020
CITIZENS SECURITIES, INC. (EXTON PA)
PA
03/26/2019 - 06/24/2019
PACER FINANCIAL, INC. (Malvern PA)
IA
Issued 03/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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