Unclaimed
Ryan Reeves is a financial advisor with over 20 years of experience in the financial services industry. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 31, and 66 licenses. Ryan is currently registered with LPL Financial LLC, a broker-dealer and investment advisor firm. Before joining LPL Financial LLC, Ryan was with FIRST SOUTHEAST INVESTOR SERVICES, INC., and MORGAN STANLEY DW INC.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
05/13/2014 - Present
LPL Financial LLC (GOOSE CREEK SC)
SC
10/11/2005 - 05/22/2014
FIRST SOUTHEAST INVESTOR SERVICES, INC. (SUMMERVILLE SC)
NY
01/30/2002 - 10/10/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
10/08/2001 - 02/06/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/08/2001 - 02/06/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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