Unclaimed
Ryan Mink is a financial professional with over 5 years of experience in the financial services industry. Ryan is a Registered Representative (RR) and Investment Advisor Representative (IAR), and holds the Series 7, 31, and 63 securities licenses, as well as the Series 65 investment advisor license. Ryan's professional experience includes working with Morgan Stanley, Park Avenue Securities LLC, and Cetera Investment Advisers LLC. Ryan is a Chartered Financial Consultant (ChFC) and provides financial planning, portfolio management, and investment advice to individuals and businesses. Ryan currently works for Cetera Investment Advisers LLC.
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.
1
2
OH
09/11/2024 - Present
Cetera Investment Advisers LLC (COLUMBUS OH)
OH
08/03/2018 - 03/24/2021
MORGAN STANLEY (BEAVERCREEK OH)
OH
02/26/2021 - 03/22/2021
PARK AVENUE SECURITIES LLC (WEST CHESTER OH)
IA
Issued 7/3/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/10/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/3/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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