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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ryan is a financial advisor with United Capital Financial Advisors. Michael has been working in the financial services industry for over 20 years and has experience providing financial advice to a variety of clients, including individuals, families, businesses, and charitable organizations. Michael is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Michael is also a member of the Board of Directors for Unity of Houston.
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.
Sub-adviser for other investment advisers
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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OK
05/06/2009 - Present
United Capital Financial Advisors (TULSA OK)
TX
07/01/2020 - 11/22/2023
GOLDMAN SACHS & CO. LLC (Houston TX)
TX
07/01/2020 - 11/22/2023
MERCER ALLIED COMPANY, L.P. (HOUSTON TX)
TX
11/01/2017 - 06/30/2020
CETERA ADVISOR NETWORKS LLC (HOUSTON TX)
TX
01/23/2009 - 11/01/2017
GIRARD SECURITIES, INC. (HOUSTON TX)
TX
10/24/2001 - 01/26/2009
COMMONWEALTH FINANCIAL NETWORK (HOUSTON TX)
BOTH
Issued 11/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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