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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Kerr is a financial advisor who has been in the industry since March 15, 2001. Ryan is currently registered with Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Ryan is licensed to sell securities in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. Ryan is also a Registered Principal. Ryan has worked with a variety of firms in the past, including Edward Jones, Charles Schwab & Co., Inc., and UBS Financial Services Inc. Ryan has experience in providing financial planning services, educational seminars, and portfolio management services. Ryan is dedicated to helping clients reach their financial goals.
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.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NH
09/25/2015 - 11/18/2015
EDWARD JONES (MANCHESTER NH)
NH
08/30/2012 - 10/01/2015
CHARLES SCHWAB & CO., INC. (MANCHESTER NH)
NH
01/05/2006 - 08/07/2012
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
05/26/2005 - 12/15/2005
CCO INVESTMENT SERVICES CORP. (NASHUA NH)
NJ
08/09/2004 - 05/12/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MA
05/16/2000 - 01/21/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 9/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/9/2000
Series 7 - General Securities Representative Examination
BC
Issued 5/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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