Ryan A. Kaysen
Professional summary
Ryan A Kaysen, CFP®, who also goes by Ryan Alexander Kaysen, is a registered financial advisor currently at INTEGRITAS FINANCIAL located in Charlotte, North Carolina.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ryan has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Core Areas of Focus
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan A Kaysen's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
February 28, 2022 - Present
INTEGRITAS FINANCIAL
July 15, 2016 - June 12, 2017
TD AMERITRADE, INC.
July 15, 2016 - June 12, 2017
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
July 15, 2016 - June 12, 2017
TD AMERITRADE, INC.
February 8, 2013 - June 17, 2016
DELAWARE CAPITAL MANAGEMENT ADVISERS, INC
January 8, 2013 - June 17, 2016
DELAWARE DISTRIBUTORS, L.P.
May 8, 2012 - December 21, 2012
SEI INVESTMENTS DISTRIBUTION CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/29/2023)
(2/28/2022)
Exams
Current Firm
INTEGRITAS FINANCIAL
CRD#: 318190 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 21,730,303 |
Red Flags
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