Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Lavielle is a financial advisor with over 15 years of experience in the industry. Ryan currently works at Cuso Financial Services, LP, and is licensed to provide investment advice in Ohio, Florida, and North Carolina. Ryan also holds several securities licenses including Series 6, 7, 63, and 65. Ryan provides a wide range of financial services, including financial planning, portfolio management, and educational seminars. Ryan previously worked at WesBanco Securities, Inc., PNC Investments, NatCity Investments, Inc., and The Huntington Investment Company.
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
OH
01/09/2017 - Present
Cuso Financial Services, LP (Beavercreek OH)
OH
10/13/2016 - 01/05/2017
WESBANCO SECURITIES, INC. (COLUMBUS OH)
OH
03/14/2011 - 10/03/2016
CUSO FINANCIAL SERVICES, L.P. (COLUMBUS OH)
OH
11/13/2009 - 02/23/2011
PNC INVESTMENTS (COLUMBUS OH)
OH
09/25/2006 - 11/13/2009
NATCITY INVESTMENTS, INC. (COLUMBUS OH)
OH
09/02/2005 - 09/06/2006
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
03/30/2005 - 07/26/2005
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
IA
Issued 05/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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