Invested Better
Unclaimed

Unclaimed

Unclaimed

David S Ryan

Founders Financial Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David S Ryan

David Ryan is a financial advisor at Founders Financial Securities LLC, with over 10 years of experience in the industry. David has a wide range of experience, having previously worked with firms such as Stifel, Nicolaeus & Company, Incorporated and Brokers International Financial Services. David specializes in providing financial planning and portfolio management services to individuals, businesses, and pension plans. David also holds the Series 66, Series 7 and SIE licenses.

Firm Information

David Ryan is currently registered with Founders Financial Securities LLC. Founders Financial Securities LLC is an independent financial services firm with over 90 financial advisors serving clients in all 50 states. They offer a range of financial services, including financial planning, portfolio management, and pension consulting. They serve a variety of clients including high-net-worth individuals, corporations, and pension plans. The firm has approximately $3 billion in assets under management.
Founders Financial Securities LLC

1026 CROMWELL BRIDGE ROAD

TOWSON, MD 21286

$2.91B

Assets Under Management

93

Total Clients

109

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Ryan’s Registration & Firm History

MO

11/03/2022 - Present

Founders Financial Securities LLC (De Soto MO)

IL

03/19/2020 - 11/01/2021

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (O'Fallon IL)

MO

08/06/2014 - 01/14/2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

MO

06/10/2014 - 07/29/2014

CUNA BROKERAGE SERVICES, INC. (HAZELWOOD MO)

MO

04/14/2012 - 03/14/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILDWOOD MO)

MO

11/13/2009 - 05/11/2010

PNC INVESTMENTS (CHESTERFIELD MO)

MO

06/23/2009 - 11/13/2009

NATCITY INVESTMENTS, INC. (BRENTWOOD MO)

MO

10/21/2008 - 03/26/2009

AXA ADVISORS, LLC (CLAYTON MO)

Not sure if David S Ryan is right for you?

Licenses & Designations

BOTH

Issued 11/08/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David S Ryan. Review regulatory record here.
Not sure if David S Ryan is right for you?