Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Klimek is an investment advisor representative with Osaic Wealth, Inc. Ryan has over 20 years of experience in the financial services industry, working with individuals, families, and small businesses. Ryan is a Registered Representative and Investment Advisor Representative in multiple states. Ryan's expertise is in providing financial planning, investment management, and retirement planning services. He offers a variety of services, including investment management, retirement planning, college savings planning, and estate planning. Ryan has a passion for helping his clients achieve their financial goals. Ryan is committed to providing his clients with personalized financial advice and exceptional service. Ryan's experience and knowledge make him a valuable resource for those seeking to navigate the complexities of the financial world.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (HENRICO VA)
VA
08/25/2017 - 06/14/2024
SECURITIES AMERICA, INC. (HENRICO VA)
VA
07/16/2012 - 09/01/2017
NEXT FINANCIAL GROUP, INC. (GLEN ALLEN VA)
VA
12/24/2008 - 08/01/2012
ONEAMERICA SECURITIES, INC. (GLEN ALLEN VA)
VA
08/01/2008 - 12/19/2008
NATIONWIDE SECURITIES, LLC (RICHMOND VA)
VA
01/30/2002 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (RICHMOND VA)
MA
08/20/2001 - 02/08/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 09/17/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ryan Klimek is the right advisor for you? Invested Better is here to help.
