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 Smith is a financial advisor with Commonwealth Financial Network based in Salt Lake City, UT. Ryan has been in the financial services industry since 2011 and is a Certified Financial Planner. Ryan has a broad range of experience in the financial industry, including experience with LPL Financial, WFG INVESTMENTS, INC. and TRANSAMERICA FINANCIAL ADVISORS, INC. Ryan is licensed in 14 states and holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Ryan is dedicated to providing a personalized approach to financial planning, helping clients meet 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
08/17/2017 - Present
Commonwealth Financial Network (Salt Lake City UT)
UT
01/05/2015 - 08/17/2017
WFG INVESTMENTS, INC. (SALT LAKE CITY UT)
UT
07/29/2013 - 01/12/2015
LPL FINANCIAL LLC (SALT LAKE CITY UT)
UT
01/06/2012 - 07/30/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (COTTONWOOD HEIGHTS UT)
UT
09/02/2011 - 01/06/2012
WORLD GROUP SECURITIES, INC. (COTTONWOOD HEIGHTS UT)
IA
Issued 09/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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