Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Lambert is a financial professional with over six years of experience in the industry. Ryan is currently registered with Oneamerica Securities, Inc. in Providence, Rhode Island. Ryan holds Series 6 and SIE licenses, as well as a Series 63 license. Prior to joining Oneamerica Securities, Inc. Ryan worked at MML INVESTORS SERVICES, LLC and SANTANDER SECURITIES LLC. Ryan's specializations include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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RI
01/20/2024 - Present
Oneamerica Securities, Inc. (Providence RI)
MA
01/15/2019 - 01/18/2024
MML INVESTORS SERVICES, LLC (Needham MA)
MA
03/22/2018 - 12/27/2018
SANTANDER SECURITIES LLC (BOSTON MA)
BC
Issued 02/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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