Unclaimed
Anthony Ryan is a registered investment advisor representative with Park Avenue Securities LLC. Anthony has been in the securities industry since 2019. Anthony has passed the Series 63, Series 65, Series 7TO and Series 6TO exams. Anthony is registered to offer investment advisory services in Texas. Anthony specializes in financial planning, portfolio management for individuals, and educational seminars. Prior to joining Park Avenue Securities LLC, Anthony worked at Wells Fargo Clearing Services, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
TX
05/01/2024 - Present
Park Avenue Securities LLC (AUSTIN TX)
TX
10/11/2022 - 08/01/2023
WELLS FARGO CLEARING SERVICES, LLC (CEDAR PARK TX)
IL
03/03/2020 - 04/01/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IA
Issued 11/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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