Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Zelaski is a financial advisor with NFP Retirement Inc. based in Aliso Viejo, CA. Ryan holds Series 7, 6, 63 and 66 licenses and is registered in Maryland, New York, Oklahoma and Virginia. Ryan has over 10 years of experience in the financial services industry. Previous roles include positions with Financial Telesis Inc., Federated Securities Corp., Park Avenue Securities LLC and New England Securities. Ryan's expertise includes financial planning, pension consulting, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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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CA
09/12/2023 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
VA
08/30/2012 - 09/18/2014
FINANCIAL TELESIS INC (Crozet VA)
PA
08/16/2011 - 08/17/2012
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
PA
09/29/2010 - 08/02/2011
PARK AVENUE SECURITIES LLC (PITTSBURGH PA)
SC
03/12/2008 - 12/09/2008
NEW ENGLAND SECURITIES (CHARLESTON SC)
BOTH
Issued 10/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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