Unclaimed
Ryan Kelley is a financial advisor with over 10 years of experience in the industry. Ryan is currently registered with Fidelity Brokerage Services LLC, a firm that is ACTIVE under BrokerCheck and NOTINSCOPE under the Investment Advisor Public Disclosure (IAPD) system. Ryan has previously been registered with Wells Fargo Clearing Services, LLC, First Clearing, LLC, and TD Waterhouse Investor Services, Inc.. Ryan holds the Series 7, Series 63, Series 66 and SIE licenses. Ryan is registered to provide securities advice in 53 states and the District of Columbia.
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.
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.
1
2
FL
06/20/2021 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
KY
02/10/2016 - 05/24/2021
WELLS FARGO CLEARING SERVICES, LLC (BOWLING GREEN KY)
MO
09/29/2015 - 02/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
NE
07/13/2000 - 02/24/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 06/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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