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Ryan Carleton Jenvey is a financial advisor registered with Cetera Investment Advisers LLC, located in Midlothian, VA. Ryan has been in the industry since February 2019. Ryan holds the Series 7TO, Series 66 and SIE licenses. Ryan has a Certified Financial Planner designation. Ryan has experience working with individuals, high net worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. Ryan can assist with financial planning, portfolio management for individuals and businesses, selection of other advisors, pension consulting, and educational seminars.
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.
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2
VA
08/10/2023 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN VA)
VA
02/18/2019 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
BOTH
Issued 03/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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