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 financial advisor with Cetera Investment Advisers LLC in Charlotte, NC. Ryan has been in the financial industry since 2006. Prior to joining Cetera Investment Advisers LLC, Ryan was a wealth advisor with FNB Investment Advisory Group and also held positions at BB&T INVESTMENT SERVICES, INC. and BB&T BANK. Ryan has a Series 6, 7, 63, 65, and 66 license, as well as the SIE. Ryan specializes in providing financial planning, portfolio management, and wealth management solutions to individuals, businesses, and non-profit organizations.
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
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 06/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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