Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Anthony Feldman is a financial advisor with over 20 years of experience in the industry. Ryan has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1998. Prior to that, Ryan worked for First Investors Corporation and Tucker Anthony Incorporated. Ryan is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 31, Series 63 and Series 65 licenses. Ryan also holds a Securities Industry Essentials (SIE) license. Ryan has a wide range of experience in the financial services industry, including providing investment advice to individuals, businesses, and institutions. Ryan is committed to providing his clients with personalized financial planning and investment advice.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
09/11/1998 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NJ
04/24/1998 - 06/04/1998
FIRST INVESTORS CORPORATION (EDISON NJ)
MA
12/17/1997 - 01/21/1998
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
Issued 8/7/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/22/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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