Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Olsen is a financial professional with over 11 years of experience in the financial services industry. Ryan has held positions at J.P. Morgan Securities LLC, T3 Trading Group, LLC, and Maxim Group LLC. Ryan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan has earned the Series 6, 7, 56, 63, 66, and SIE licenses. Ryan provides services to individuals, businesses, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities. Ryan offers a variety of services including financial planning, investment management, portfolio management for businesses and individuals, and selection of other advisers.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
11/02/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREAT NECK NY)
NY
10/02/2018 - 09/18/2021
J.P. MORGAN SECURITIES LLC (WEST BABYLON NY)
NY
06/03/2011 - 03/20/2013
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
06/04/2008 - 01/15/2009
MAXIM GROUP LLC (WOODBURY NY)
BOTH
Issued 05/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/10/2011
Series 56 - Proprietary Trader Qualification Examination
BC
Issued 06/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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