Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Roy is a financial advisor with LPL Financial LLC, located in St. Petersburg, Florida. Ryan has been working in the financial services industry since 2012. Ryan has a series 66, 7 and SIE license. Ryan holds the Certified Financial Planner designation. Ryan has experience working with a variety of clients, including high-net-worth individuals, individuals, corporations, and charitable organizations. Ryan’s previous firms include Wells Fargo Clearing Services, LLC, Raymond James & Associates, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ryan is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
09/30/2024 - Present
LPL Financial LLC (ST.PETERSBURG FL)
FL
09/09/2021 - 12/07/2023
WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)
FL
11/06/2018 - 10/09/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
05/11/2017 - 10/29/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
10/04/2012 - 09/01/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESLEY CHAPEL FL)
FL
07/17/2012 - 08/31/2012
PERSHING LLC (LAKE MARY FL)
BOTH
Issued 03/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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