Unclaimed
Michael Kevin Ryan is a financial advisor with RBC Capital Markets, LLC. Michael joined RBC in 2012 after working at J.P. Morgan Securities Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael has a strong background in the investment banking industry and is experienced in the securities industry with an expertise in financial planning and portfolio management for individuals and businesses. Michael holds the Series 7, 79, and SIE securities licenses.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
NY
01/01/2012 - Present
RBC Capital Markets, LLC (NEW YORK NY)
NY
10/06/1998 - 08/14/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
08/05/1997 - 12/10/1997
CHASE SECURITIES INC. (NEW YORK NY)
NY
08/13/1993 - 08/20/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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