Unclaimed
Ryan Kennis is a financial advisor at JFS Wealth Advisors, LLC, located in Pittsburgh, PA. Ryan has been in the industry since 2002 and holds the Series 6, Series 63 and SIE licenses. Ryan also has a Certified Financial Planner designation. Ryan has previously worked at PNC, Citizens Bank, Clarfeld Financial Advisors, LLC and Citizens Securities Inc.
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.
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.
Credit, cash management, & insurance solutions
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.
A percentage of the total value of assets under management is charged.
Revenue sharing on eligible credit, cash management, & insurance
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2
PA
11/22/2021 - Present
JFS Wealth Advisors, LLC (Pittsburgh PA)
PA
09/06/2002 - 05/07/2007
NATCITY INVESTMENTS, INC. (PITTSBURGH PA)
BC
Issued 08/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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