Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Bertrand Schachtner is a financial advisor at Cambridge Investment Research Advisors, Inc. Ryan has been working in the financial services industry for over 18 years. Ryan is registered to provide investment advice in Florida, Georgia, Idaho, North Carolina, South Carolina, Texas and Virginia. Ryan holds Series 6, 7, 26 and 66 securities licenses and a Series 63 state license. Ryan is also a Registered Investment Advisor.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
SC
09/02/2020 - Present
Cambridge Investment Research Advisors, Inc. (Fort Mill SC)
NC
11/25/2015 - 09/15/2020
ONEAMERICA SECURITIES, INC. (Charlotte NC)
NC
11/11/2014 - 11/06/2015
SECURIAN FINANCIAL SERVICES, INC. (Charlotte NC)
NC
08/05/2011 - 11/11/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)
NC
02/08/2008 - 07/08/2011
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
05/17/2004 - 02/11/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)
WI
10/16/2001 - 05/02/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 12/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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