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 Weber is a financial advisor with over 20 years of experience. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Ryan has held positions with several firms including Lincoln Investment, Capital Analysts, Incorporated, Inland Securities Corporation, Royal Alliance Associates, Inc., SEI Investments Distribution Co., Payden & Rygel Distributors, J.B. Oxford & Company, West America Securities Corp, and Fund Management, Inc. Currently, Ryan is a registered representative with LPL Financial LLC and is licensed in 28 states.
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.
Consulting and other non-discretionary advisory services
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
CA
06/29/2020 - Present
LPL Financial LLC (THOUSAND OAKS CA)
CA
06/01/2012 - 07/24/2020
LINCOLN INVESTMENT (WOODLAND HILLS CA)
CA
07/27/2009 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WOODLAND HILLS CA)
IL
01/12/2005 - 06/29/2009
INLAND SECURITIES CORPORATION (OAK BROOK IL)
AZ
04/20/2004 - 01/04/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
12/20/2002 - 01/27/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
PA
07/03/2001 - 12/05/2001
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
CA
11/03/1997 - 01/07/2000
PAYDEN & RYGEL DISTRIBUTORS (LOS ANGELES CA)
CA
07/08/1996 - 08/20/1997
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
NV
03/21/1996 - 04/30/1996
WEST AMERICA SECURITIES CORP (LAS VEGAS NV)
CA
11/10/1995 - 03/11/1996
FUND MANAGEMENT, INC. (LOS ANGELES CA)
BOTH
Issued 08/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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