Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Ozata is a financial professional with over 16 years of experience in the financial services industry. Ryan is currently registered with GWN Securities Inc., and previously worked with LEGEND EQUITIES CORPORATION and AXA ADVISORS, LLC. Ryan specializes in providing financial planning and investment advice to individuals and corporations. Ryan holds Series 66, Series 7 and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
11/16/2012 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
TX
09/22/2009 - 11/16/2012
LEGEND EQUITIES CORPORATION (MESQUITE TX)
TX
12/21/2006 - 09/22/2009
AXA ADVISORS, LLC (DALLAS TX)
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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