Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Acil? Claim Your ProfileAcil Ryan Mecham is a financial advisor with over 10 years of experience in the industry. Acil is currently registered with Raymond James Financial Services Advisors, Inc. Acil has worked with a number of firms in the past including Wells Fargo Clearing Services, LLC and Cetera Investment Services LLC. Acil is a licensed investment advisor in the state of Oregon and holds the Series 6, 7, 63, 65 and SIE licenses. Acil is also a Vice President at Umpquya Bank, and offers private banking services to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OR
03/20/2024 - Present
Raymond James Financial Services Advisors, Inc. (Portland OR)
OR
09/30/2020 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (PORTLAND OR)
OR
12/01/2010 - 08/31/2020
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
IA
Issued 12/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Acil Mecham is the right advisor for you? Invested Better is here to help.
