Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Akers is a financial advisor with over 15 years of experience in the financial services industry. Ryan is currently registered with World Equity Group, Inc. and has a wide range of experience working with individuals, businesses, and institutions. Ryan is dedicated to providing personalized financial advice and helping clients achieve their financial goals. Ryan is also a highly qualified professional who has obtained several licenses and certifications.
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.
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2
MT
02/26/2024 - Present
World Equity Group, Inc. (Bozeman MT)
FL
04/06/2023 - 02/22/2024
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
08/17/2022 - 04/11/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (HERNANDO FL)
FL
01/14/2022 - 08/29/2022
TRUIST INVESTMENT SERVICES, INC. (DELRAY BEACH FL)
CA
11/09/2018 - 11/03/2020
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
WA
02/02/2015 - 10/29/2018
SYMETRA SECURITIES, INC. (BELLEVUE WA)
VA
06/24/2014 - 01/29/2015
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
07/16/2013 - 06/03/2014
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
CA
02/17/2011 - 12/22/2011
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
VA
11/09/2004 - 01/24/2011
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
MO
08/03/2004 - 01/06/2005
FIRST CLEARING, LLC (ST. LOUIS MO)
BOTH
Issued 05/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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