Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Delano Ryan is a financial advisor with over 30 years of experience in the industry. Charles currently works for LPL Financial LLC in BALTIMORE, MD. Before joining LPL Financial LLC, Charles was a financial advisor for M&T SECURITIES, INC. and Ferris, Baker Watts Incorporated. Charles is licensed in 26 states and is a Series 7, Series 24, Series 53, and SIE licensed professional.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
06/09/2021 - Present
LPL Financial LLC (BALTIMORE MD)
MD
07/14/2008 - 06/09/2021
M&T SECURITIES, INC. (Baltimore MD)
MD
01/30/1990 - 07/03/2008
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
MD
05/25/1988 - 09/14/1989
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 06/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 02/04/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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