Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Ryan is a financial advisor with Prospera Financial Services, Inc. based in Dallas, Texas. James has been in the financial services industry since 1993. James is a CERTIFIED FINANCIAL PLANNER™ professional, and holds FINRA Series 7, 24, 31, 63, and 66 licenses. James has also earned the SIE designation. James is licensed in 21 states and the District of Columbia. James's experience includes working for Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC. James specializes in working with individual clients, high-net-worth individuals, corporations, trusts, and charitable organizations. James also provides portfolio management, financial planning, and pension consulting.
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.
Earned based on transactions or products sold.
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.
Percentage of assets under review
1
2
TX
03/20/2020 - Present
Prospera Financial Services, Inc. (DALLAS TX)
KS
12/14/2012 - 04/03/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (OVERLAND PARK KS)
KS
01/01/2008 - 12/14/2012
WELLS FARGO ADVISORS, LLC (OVERLAND PARK KS)
KS
05/11/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
MO
08/19/1993 - 05/05/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 06/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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