Unclaimed
Ryan Sisco is a financial advisor at Eagle Strategies LLC. Ryan has been in the industry since 2011 and is registered with the state of Maryland as both an Investment Advisor Representative and a Registered Representative. Ryan also holds a Series 63 and 65 license and is a registered Investment Advisor Representative. Ryan also holds the Series 6, Series 7, and SIE licenses. Ryan has a specialization in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Ryan also provides services such as pension consulting, educational seminars, publication of periodicals, and selection of other advisors. Ryan also works as an insurance broker under the DBA name of Capital Associates, LLC, for the purpose of selling New York Life products and services as well as brokering non-registered insurance products.
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.
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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2
MD
06/03/2015 - Present
Eagle Strategies LLC (BETHESDA MD)
IA
Issued 05/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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