Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Chapa is a financial advisor with Fidelity Personal And Workplace Advisors. Ryan has been in the financial industry for more than six years. Ryan has a Series 3, 7, 63, and 66 license and is registered in 52 states and the District of Columbia. Ryan provides a range of services including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Ryan has been working with Fidelity Personal And Workplace Advisors since 2024. Prior to that, Ryan worked with Morgan Stanley and E*TRADE SECURITIES 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.
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
UT
08/29/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
06/27/2019 - 07/10/2024
MORGAN STANLEY (Holladay UT)
UT
04/18/2018 - 06/11/2019
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 07/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2014
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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