Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Regan? Claim Your ProfileRegan Burke Ryan is an investment advisor representative with Envestnet PMC. Regan has been in the industry since 2003 and has a broad range of experience in the financial services industry. Regan holds a Series 65 and Series 63 license, and is also a Series 24 principal. Regan is registered to provide investment advisory services in Illinois and Indiana.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management
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.
A percentage of assets or revenues under our clients' management
1
2
IL
05/19/2023 - Present
Envestnet PMC (CHICAGO IL)
IL
12/14/2005 - 02/17/2020
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
NY
06/01/2004 - 11/24/2004
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
IL
06/09/2003 - 05/25/2004
GREAT POINT CAPITAL LLC (CHICAGO IL)
IA
Issued 03/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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