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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Barnett Taylor is a financial advisor based in Sugar Land, TX. Ryan has over 15 years of experience in the financial industry, having worked for well-known firms such as Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney and now Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan specializes in providing financial advice to individuals, businesses, and institutions. Ryan is also a Registered Representative with FINRA and a Registered Investment Advisor with the State of Texas. Ryan is committed to providing his clients with personalized financial advice and helping them 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.
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
TX
02/16/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SUGAR LAND TX)
TX
03/29/2010 - 02/28/2012
MORGAN STANLEY SMITH BARNEY (SUGARLAND TX)
TX
10/24/2007 - 03/02/2010
WELLS FARGO ADVISORS, LLC (SUGAR LAND TX)
IA
Issued 12/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 05/05/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2007
Series 6 - Investment Company Products/Variable Contracts 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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