Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan McDaniel is a financial advisor with Money Concepts Capital Corp. Ryan McDaniel is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 2009. Ryan McDaniel has experience with USA FINANCIAL SECURITIES CORPORATION, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP, EDWARD JONES, and MONEY CONCEPTS CAPITAL CORP. Ryan McDaniel is registered with the following states: Arizona, Indiana, Kentucky, Mississippi, South Carolina, and Tennessee. Ryan McDaniel also has experience in insurance and annuity sales and has a background in general consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
04/10/2017 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
KY
03/31/2016 - 04/04/2017
USA FINANCIAL SECURITIES CORPORATION (Owensboro KY)
KY
01/15/2013 - 04/14/2016
MONEY CONCEPTS CAPITAL CORP (LEXINGTON KY)
KY
10/01/2012 - 11/15/2012
J.P. MORGAN SECURITIES LLC (LEXINGTON KY)
KY
12/08/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LEXINGTON KY)
KY
10/23/2009 - 05/25/2010
EDWARD JONES (SPRINGFIELD KY)
BOTH
Issued 11/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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