Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Bly is a financial advisor at Mercer Global Advisors Inc., a firm headquartered in Denver, CO. Ryan has worked in the industry for over a decade. Ryan is currently registered as an investment advisor representative in Arizona, California, Kansas, and Missouri. Ryan has held prior registrations with Cetera Investment Services LLC, LPL Financial LLC, U.S. Bancorp Investments, Inc., and Commerce Brokerage Services, Inc. Ryan maintains an Accident and Health or Sickness, Life, and Variable Life and Annuity insurance license in the state of Missouri.
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.
Trust services, estate planning, tax return preparation, consultation
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
CO
07/02/2024 - Present
Mercer Global Advisors Inc. (DENVER CO)
KS
02/23/2022 - 12/20/2023
CETERA INVESTMENT SERVICES LLC (WICHITA KS)
KS
12/18/2020 - 02/16/2022
LPL FINANCIAL LLC (PRAIRIE VILLAGE KS)
MO
12/04/2017 - 12/01/2020
U.S. BANCORP INVESTMENTS, INC. (BLUE SPRINGS MO)
MO
08/26/2013 - 12/01/2017
COMMERCE BROKERAGE SERVICES, INC. (KANSAS CITY MO)
MO
08/16/2011 - 08/21/2013
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BOTH
Issued 09/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Ryan Bly is the right advisor for you? Invested Better is here to help.
