Unclaimed
Ryan Sexson is a registered investment advisor representative with Osaic Wealth, Inc., a registered investment advisor based in Scottsdale, Arizona. Ryan has been active in the financial services industry since 2010. Ryan has a Series 63, Series 65, Series 7, and Series 24 licenses. Ryan's previous employment includes roles with U.S. BANCORP INVESTMENTS, INC., BBVA SECURITIES INC., and BBVA COMPASS INVESTMENT SOLUTIONS, INC. Ryan is a member of the New Mexico Museum of Natural History Foundation board. Ryan is also a member of RSI Wealth Management and Consulting LLC, which provides marketing services. Ryan specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
NM
11/01/2023 - Present
Osaic Wealth, Inc. (ALBUQUERQUE NM)
NM
08/10/2021 - 10/18/2023
U.S. BANCORP INVESTMENTS, INC. (ALBUQUERQUE NM)
NM
05/16/2013 - 08/06/2021
BBVA SECURITIES INC. (ALBUQUERQUE NM)
NM
04/22/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (ALBUQUERQUE NM)
IA
Issued 07/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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