Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ray? Claim Your ProfileRay Ernest Ryan is a financial advisor with over 20 years of experience in the financial services industry. Ray is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2009. Ray previously worked with A. G. EDWARDS & SONS, INC. and IFG NETWORK SECURITIES, INC. Ray holds several licenses including Series 6, 7, 31, and 66. Ray's areas of specialization include retirement planning, college savings, estate planning, and insurance. Ray provides investment consulting services to institutional clients as well as financial planning and portfolio management services for individuals and businesses. Ray is committed to providing personalized financial advice to help clients 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.
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.
Investment consulting services to institutional clients
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.
1
2
ID
06/12/2009 - Present
Wells Fargo Clearing Services, LLC (BOISE ID)
ID
12/14/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BOISE ID)
GA
04/22/1996 - 12/31/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 06/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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