Unclaimed
Ryan Barnett is a financial advisor who has been in the industry since 2010. Ryan is currently registered with Wells Fargo Clearing Services, LLC. Ryan is also registered with the states of NY and TX as a Registered Representative and Investment Advisor. Prior to joining Wells Fargo Clearing Services, LLC Ryan worked with Raymond James & Associates, Inc., VOYA INVESTMENTS DISTRIBUTOR, LLC, ING FINANCIAL PARTNERS, INC., and ING FINANCIAL ADVISERS, LLC. Ryan is licensed to sell a variety of financial products and services, including securities, investment advisory services, and insurance. Ryan holds Series 6, 7, 63 and 65 licenses as well as the SIE. Ryan is a member of FINRA and has a strong track record of providing excellent client service.
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.
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.
Investment consulting services to institutional clients
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
NY
04/17/2024 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
04/14/2022 - 04/25/2024
RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK NY)
CT
01/02/2013 - 03/28/2022
VOYA INVESTMENTS DISTRIBUTOR, LLC (Windsor CT)
CT
01/03/2011 - 12/31/2012
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CT
04/27/2010 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
IA
Issued 04/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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