Unclaimed
Ryan Bartholomew Lacedonia is a financial advisor with Equitable Advisors, LLC in Tampa, FL. Ryan has been a registered representative in the securities industry since 2009. Ryan has a Series 7, Series 66 and the SIE licenses. Ryan's experience includes previous roles at TIAA-CREF Individual & Institutional Services, LLC, E*TRADE SECURITIES LLC and Cohen & Steers Securities, LLC. Ryan is also registered as an investment advisor in 32 states.
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
FL
09/27/2022 - Present
Equitable Advisors, LLC (TAMPA FL)
FL
02/18/2015 - 04/29/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (TAMPA FL)
FL
12/16/2011 - 02/09/2015
E*TRADE SECURITIES LLC (TAMPA FL)
NY
05/06/2010 - 08/15/2011
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
NY
07/27/2009 - 04/08/2010
GABELLI & COMPANY, INC. (RYE NY)
FL
05/20/2009 - 07/31/2009
AXA ADVISORS, LLC (MIAMI FL)
BOTH
Issued 07/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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