Unclaimed
Ryan Mayer is a financial advisor with HUB Investment Partners, LLC. Ryan is based in Austin, TX and has over 8 years of experience in the financial services industry. Ryan specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and state or municipal government entities. Ryan is also a Certified Financial Planner. Ryan was previously registered with TD Ameritrade, Inc., AXA Advisors, LLC, and Fidelity Brokerage Services LLC.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
09/18/2023 - Present
HUB Investment Partners, LLC (AUSTIN TX)
NM
01/02/2019 - 10/29/2021
TD AMERITRADE, INC. (ALBUQUERQUE NM)
NM
08/20/2018 - 11/07/2018
AXA ADVISORS, LLC (ALBUQUERQUE NM)
NM
08/10/2015 - 07/10/2018
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
BOTH
Issued 09/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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