Unclaimed
Ryan Ashley Pitner is a financial professional with over 20 years of experience in the industry. Ryan has a strong track record of providing financial advice to individuals, families, and businesses. Ryan is currently registered with Oneamerica Securities, Inc. and has previously held positions with SAMMONS SECURITIES COMPANY, LLC, FSC SECURITIES CORPORATION, and ASCEND FINANCIAL SERVICES, INC. Ryan holds Series 6 and 63 licenses, as well as the SIE exam. Ryan specializes in providing financial planning, investment management, and pension consulting services to clients. Ryan is dedicated to helping clients achieve 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.
A percentage of the total value of assets under management is charged.
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2
IN
03/08/2007 - Present
Oneamerica Securities, Inc. (BLOOMINGTON IN)
IN
11/06/2002 - 03/01/2007
SAMMONS SECURITIES COMPANY, LLC (BLOOMINGTON IN)
GA
10/09/1998 - 11/06/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
03/16/1998 - 10/13/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
BC
Issued 03/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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