Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aubrea? Claim Your ProfileAubrea Mikolay Ryan is an investment advisor representative with Captrust in Uniontown, Ohio. Aubrea has been in the industry since 2003.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
10/31/2019 - Present
Captrust (Uniontown OH)
OH
01/14/2015 - 10/24/2019
UBS FINANCIAL SERVICES INC. (HUDSON OH)
OH
08/06/2014 - 10/30/2014
CCO INVESTMENT SERVICES CORP. (NORTHFIELD OH)
FL
01/09/2009 - 04/01/2014
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
FL
04/02/2007 - 01/13/2009
MORGAN STANLEY & CO. INCORPORATED (FT. MYERS FL)
FL
02/16/2006 - 04/02/2007
MORGAN STANLEY DW INC. (FT. MYERS FL)
WI
07/11/2005 - 01/31/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
02/27/2004 - 05/19/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
FL
03/19/2003 - 02/27/2004
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
IA
Issued 10/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Aubrea Ryan is the right advisor for you? Invested Better is here to help.
