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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 Patrick Kennedy is a financial advisor with Curi RMB Capital, LLC, located in Chicago, IL. Ryan has been in the industry since 2006, and has experience working with high net worth individuals, corporations and other businesses, pooled investment vehicles, and insurance companies. Ryan Kennedy is a Chartered Financial Analyst. He holds Series 63, Series 66, Series 7, and SIE licenses.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
04/11/2016 - Present
Curi RMB Capital, LLC (CHICAGO IL)
IL
09/05/2014 - 12/15/2015
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
CA
06/01/2009 - 06/21/2010
MORGAN STANLEY SMITH BARNEY (MENLO PARK CA)
CA
05/15/2006 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MENLO PARK CA)
BC
Issued 09/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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