Unclaimed
Ryan Burry is a financial advisor who has been in the industry since 2000. Ryan is currently registered with Brokers International Financial Services, LLC and has a strong background in the financial services industry. Ryan has previously worked for VOYA FINANCIAL ADVISORS, INC., SCOTTRADE, INC., PRINCOR FINANCIAL SERVICES CORPORATION, and CHARLES SCHWAB & CO., INC.. Ryan specializes in helping clients with retirement planning, investment management, and financial planning. Ryan has a strong track record of success and is committed to providing his clients with personalized financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
IA
07/12/2018 - Present
Brokers International Financial Services, LLC (Urbandale IA)
IA
04/05/2016 - 07/09/2018
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
05/30/2007 - 04/07/2016
SCOTTRADE, INC. (DES MOINES IA)
IA
09/29/2004 - 01/22/2007
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
TX
08/25/2000 - 07/07/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 06/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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