Unclaimed
Aileen Ryan is a financial professional registered with SPC in ANN ARBOR, MI. Aileen has over 17 years of experience in the financial services industry. Aileen is a registered representative with SPC and is also a registered investment advisor representative. Previously, Aileen was registered with PARKLAND SECURITIES, LLC and SIGMA FINANCIAL CORPORATION. Aileen has passed a number of industry exams including Series 7, 24, 53, 31, 52TO, SIE and the Uniform Combined State Law Examination (Series 66). Aileen has a strong background in financial planning, portfolio management and consulting.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
07/20/2018 - Present
SPC (ANN ARBOR MI)
MI
01/08/2009 - 08/11/2017
PARKLAND SECURITIES, LLC (ANN ARBOR MI)
MI
12/14/2005 - 08/11/2017
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
BOTH
Issued 04/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/04/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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