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RK

Ryan W. Kinsella

TRUIST INVESTMENT SERVICES
CHARLOTTE, NC 28202
Some features on this profile are disabled
CRD#: 6375323
RK

Professional summary

Ryan William Kinsella, who also goes by Ryan Kinsella, is a registered financial professional currently at TRUIST INVESTMENT SERVICES, INC. located in Charlotte, North Carolina.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2014. Ryan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ryan Kinsella

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ryan William Kinsella's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 30, 2022 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 214 N Tryon St Fl 32 & 33, Charlotte, NC 28202
BD
CRD#: 17499
CHARLOTTE, NC
Past

October 15, 2018 - February 21, 2020

ALLY INVEST SECURITIES LLC

BD
CRD#: 136131
CHARLOTTE, NC
Past

August 6, 2015 - December 7, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC
Past

August 6, 2015 - December 7, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

February 23, 2015 - July 22, 2015

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CHARLOTTE, NC
Past

February 23, 2015 - July 22, 2015

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CHARLOTTE, NC
Past

November 4, 2014 - December 19, 2014

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
CHARLOTTE, NC
Past

August 25, 2014 - December 19, 2014

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(4/26/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/4/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/7/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/25/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TI
TRUIST INVESTMENT SERVICES, INC.
ALEXANDER KEY | TRUIST INVESTMENT SERVICES, INC. | SUNTRUST SECURITIES, INC. | SUNTRUST SECURITIES INC | SUNTRUST INVESTMENT SERVICES, INC. | SUNTRUST BROKERAGE SERVICES, INC.

CRD#: 17499 / SEC#: 801-56443, 8-35355

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
303 Peachtree Street Suntrust Garden Offices Suite 140, Atlanta, GA 30303
Mailing Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Phone number
(800) 874-4770
Established
Georgia since 11/27/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

STIS AND THIRD PARTY MANAGED PROGRAMS FIRM WRAP BROCHURE (10/12/2016)
AMC ADVISOR MANAGED PROGRAMS FIRM BROCHURE (10/12/2016)
CONSULTING SERVICES FP AMC ADVANTAGE FIRM BROCHURE (3/17/2016)

Direct owners and executive officers

NamePositionCRD#
TRUIST FINANCIAL CORPORATIONHOLDING COMPANY
CALLENDER, EVELYN MICHELLETREASURER AND CHIEF FINANCIAL OFFICER7591739
CENTENO, PATRICIA REEDDEPUTY CHIEF COMPLIANCE OFFICER2239528
COBBS, JENI RACHELCOMPLIANCE OFFICER4354424
CRAM, BRYAN SCOTTVICE CHAIRMAN/EXECUTIVE VICE PRESIDENT2723431
DOWHOWER, BRIAN SEANCHAIRMAN/PRESIDENT/CHIEF EXECUTIVE OFFICER4202574
DUNN, JEFFREY TODDDIRECTOR/EXECUTIVE VICE PRESIDENT4228631
HECHTLINGER, SUSANDIRECTOR/CHIEF COMPLIANCE OFFICER/SENIOR VICE PRESIDENT2890466
MAVICO, CECILIA BAUTESENIOR VICE CHAIRMAN/CHIEF OPERATING OFFICER/CORPORATE SECRETARY3261303
NORMAN, ANNMARIE CARROLLCOMPLIANCE OFFICER2993726
TYSON, TONYACHIEF OPERATIONS OFFICER/SENIOR VICE PRESIDENT/ASSISTANT CORPORATE SECRETARY1987448
WEHINGER, LEAH ROWEDIRECTOR/EXECUTIVE VICE PRESIDENT1719505

Disclosures

Regulatory Event13
Arbitration14
Bond2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499Charlotte, NC 28202

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