Unclaimed
Ryan Little is a financial advisor with Morgan Stanley. Ryan has been in the financial services industry since May 2017. Ryan works with a wide range of clients, including individuals, families, businesses, and institutions. Ryan provides a variety of financial services, including financial planning, investment management, and retirement planning. Ryan is dedicated to helping clients achieve their financial goals. Ryan holds the Series 6, 7, 63 and 65 licenses. Ryan is also registered to offer investment advisory services in a number of states. Ryan is committed to providing clients with the highest level of service and expertise. Ryan has experience working with MML Investors Services, LLC as well as MassMutual. Ryan's office is located at 300 Linden Oaks, Suite 200, Rochester, NY.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
11/02/2021 - Present
Morgan Stanley (Rochester NY)
NY
04/25/2017 - 06/07/2019
MML INVESTORS SERVICES, LLC (East Rochester NY)
IA
Issued 07/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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