Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Greenwood is a wealth advisor at FNB Wealth Management in Charlotte, North Carolina. He has been in the financial services industry since 2006 and has a broad range of experience in providing wealth management solutions to individuals, businesses and non-profit organizations. Ryan is a registered representative of Cetera Investment Advisers LLC and holds the Series 6, 7, 63 and 65 licenses. He is also a member of the Charlotte Estate Planning Council.
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.
1
2
NC
10/18/2019 - Present
Cetera Investment Advisers LLC (CHARLOTTE NC)
VA
05/23/2006 - 11/02/2015
BB&T INVESTMENT SERVICES, INC. (MCLEAN VA)
BOTH
Issued 10/15/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 6/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/2/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 5/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ryan Greenwood is the right advisor for you? Invested Better is here to help.
