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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 Bradford Ennis is a financial advisor with Soltis Investment Advisors, LLC. Ryan has been a registered representative since 2012 and has experience in providing investment advice to individuals, corporations, and institutional clients. Ryan specializes in financial planning, portfolio management, and pension consulting. Ryan is a Series 6, 7, 63, 65, and SIE licensed advisor. Ryan holds a Series 66 license.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
01/03/2020 - Present
Soltis Investment Advisors, LLC (Salt Lake City UT)
UT
10/01/2012 - 01/05/2015
J.P. MORGAN SECURITIES LLC (HEBER CITY UT)
UT
07/11/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SALT LAKE CITY UT)
IA
Issued 12/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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