Unclaimed
Ryan Szabo is a financial professional registered in Pennsylvania. Ryan is currently affiliated with Lincoln Financial Distributors, Inc. and has been in the industry since January 5, 2019. Ryan has passed the Series 7TO, Series 63 and Series 66 exams. Ryan's previous employers include Vanguard Marketing Corporation and BRINKER CAPITAL SECURITIES, 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.
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.
1
2
PA
04/07/2022 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
PA
06/15/2021 - 04/01/2022
BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)
PA
01/01/2019 - 06/18/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 11/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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