Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Schell Ryan is a financial advisor with over 30 years of experience in the industry. James is registered with Mercer Global Advisors Inc. in Denver, CO. James provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. James has previously worked with Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation. James is also a Certified Financial Planner.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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2
CO
07/23/2020 - Present
Mercer Global Advisors Inc. (DENVER CO)
OH
11/19/1989 - 08/03/2015
ROYAL ALLIANCE ASSOCIATES, INC. (COLUMBUS OH)
NA
04/29/1982 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 03/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1988
Series 24 - General Securities Principal Examination
BC
Issued 08/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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