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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Ryan has been in the financial services industry since August 2001. He is currently registered with Manning & Napier Advisors, LLC and has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher is a licensed investment advisor representative in Florida, New York, Ohio, and Texas. He holds licenses including Series 3, 6, 7, 63, 65, and 66, and is a Branch Manager. Christopher specializes in working with individuals, high-net-worth individuals, corporations, investment companies, insurance companies, charitable organizations, state and municipal government entities, pooled investment vehicles, and pension and profit-sharing plans. Christopher Ryan provides financial planning, educational seminars, and portfolio management 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Mna may negotiate the fee for customized portfolios and services
1
2
NY
06/25/2013 - Present
Manning & Napier Advisors, LLC (FAIRPORT NY)
NY
06/12/1998 - 07/02/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/02/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2015
Series 30 - NFA Branch Manager Examination
BC
Issued 06/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2015
Series 3 - National Commodity Futures Examination
BC
Issued 09/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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