Unclaimed
Ryan Goldenhar is a financial advisor with over 20 years of experience in the industry. Ryan currently works at Mariner Independent and is registered in California and Texas. Ryan has a diverse background in the financial industry, with previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and American Express Financial Advisors Inc. Ryan is also a Certified Financial Planner and a Chartered Financial Analyst.
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.
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
CA
03/01/2022 - Present
Mariner Independent (San Diego CA)
CA
07/20/2004 - 10/30/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LA JOLLA CA)
MN
10/15/1999 - 01/27/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/15/1999 - 01/27/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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