Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Martin is a financial advisor with over 10 years of experience in the financial services industry. Ryan is a Certified Financial Planner™ professional and holds a Series 66, Series 7 and SIE licenses. Ryan is currently registered with Osaic FA, Inc. in Virginia and has previously worked with VALIC Financial Advisors, Inc. Ryan specializes in providing financial planning, portfolio management for individuals and businesses, and retirement plan consulting services. Ryan is also an agent with Shepherd Financial Group, offering fixed annuity products. Ryan is dedicated to helping clients reach 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.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
VA
06/19/2012 - Present
Osaic FA, Inc. (VIRGINIA BEACH VA)
VA
08/10/2011 - 06/21/2012
VALIC FINANCIAL ADVISORS, INC. (NORTH CHESTERFIELD VA)
BOTH
Issued 07/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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