Ryan C. Leclair
- Role
- Registered Financial Planning Specialist at Morgan Stanley
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Ryan C. Leclair
As a Certified Financial Planner (CFP) and Financial Advisor with The Falco Staffiere…
Experience
Registered Financial Planning Specialist
Mar 2022 — Present
Work as an associate on an advisory team that specializes in Financial Planning & Analysis targeted towards individual investors. Implement & Analyze varying investment portfolios/models to create a well balanced portfolio to plan for retirement goals. Develop a diversified portfolio using equities, municipal bonds, alternative investments, short-term yields and other asset classes to generate alpha in the portfolio
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