Unclaimed
Ryan Alexander Bond is a financial advisor with Savvy. Ryan has been in the financial industry since 2017 and has experience with Empower Financial Services, Inc. and Vanguard Marketing Corporation. Ryan is also a Certified Financial Planner. Ryan has a Series 66, Series 7 and SIE license and is registered in Pennsylvania.
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.
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.
1
2
PA
08/02/2023 - Present
Savvy (West Chester PA)
CO
12/01/2022 - 08/31/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
PA
07/18/2018 - 12/24/2020
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 07/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Ryan Bond is the right advisor for you? Invested Better is here to help.