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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ryan is a financial advisor with over 26 years of experience in the financial services industry. Jeffrey is currently registered with Cetera Investment Advisers LLC and Ergawealth Advisors, Inc. Jeffrey has a broad range of experience, having worked with clients at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wedgewood Partners, Inc., and Fifth Third Securities, Inc. in the past. Jeffrey specializes in financial planning, portfolio management, and pension consulting for individuals, businesses, and high-net-worth clients. Jeffrey holds licenses for Series 63, 65, 66, 7, and 26, as well as registrations in Illinois, Indiana, Florida, and Texas. Jeffrey’s experience in providing financial advice makes him a valuable resource for clients seeking to achieve their financial goals.
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.
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.
1
2
IL
10/21/2024 - Present
Cetera Investment Advisers LLC (OAK BROOK IL)
IN
02/25/2000 - 06/06/2014
FIFTH THIRD SECURITIES, INC. (VALPARAISO IN)
MO
05/17/1999 - 02/25/2000
WEDGEWOOD PARTNERS, INC. (ST. LOUIS MO)
NY
04/16/1997 - 04/19/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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