Unclaimed
Ryan Kiley is a financial advisor with over 16 years of experience in the financial services industry. Ryan is currently registered with Valic Financial Advisors, Inc. and Spire Wealth Management, LLC. Ryan has Series 7, 66, and SIE licenses. Ryan provides financial planning and portfolio management services to individuals and businesses. Ryan has a strong track record of helping clients achieve their financial goals. Previous roles include positions at Spire Securities, LLC, Girard Securities, Inc., and Merriman Curhan Ford & Co.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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2
TX
02/18/2025 - Present
Valic Financial Advisors, Inc. (AUSTIN TX)
CA
10/15/2012 - 05/27/2015
SPIRE SECURITIES, LLC (IRVINE CA)
CA
11/08/2007 - 10/15/2012
GIRARD SECURITIES, INC. (IRVINE CA)
NY
08/23/2006 - 05/15/2007
MERRIMAN CURHAN FORD & CO. (NEW YORK NY)
BOTH
Issued 07/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2024
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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