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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Lundquist is a financial advisor who has been in the industry since June 24, 2015. Ryan is currently registered with Centaurus Financial, Inc. and has been with the firm since May 2015. Prior to this, Ryan was employed by Ameriprise Financial Services, Inc. Ryan is licensed in California, Idaho, Minnesota and Utah and holds Series 6, 7, 63 and 65 securities licenses. Ryan specializes in providing financial planning, portfolio management, pension consulting, and educational seminars to a wide range of clients. Ryan has worked with both individuals and businesses, offering financial guidance and investment expertise to help people 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.
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
UT
01/28/2019 - Present
Centaurus Financial, Inc. (SPRINGVILLE UT)
UT
03/23/2018 - 12/19/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Orem UT)
UT
05/21/2015 - 04/20/2018
CENTAURUS FINANCIAL, INC. (OREM UT)
IA
Issued 07/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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