Unclaimed
Ryan Christian Patterson is a financial advisor with Raymond James Financial Services Advisors, Inc. Ryan is licensed to provide investment advice in 31 states including Missouri, Texas and Florida. Ryan has been in the securities industry since 2000 and has a diverse range of experience including working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Ryan has passed several professional exams, including the Series 7, Series 63 and Series 65 exams. Ryan is also a registered representative and investment advisor. Ryan is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Ryan's previous experience includes working as a financial advisor for Merrill Lynch and Morgan Stanley, where Ryan gained valuable experience in investment planning, portfolio management and wealth management. Ryan is also a member of the Missouri Securities Division and the Texas State Securities Board. Ryan is dedicated to providing clients with exceptional service and helping them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MO
01/03/2018 - Present
Raymond James Financial Services Advisors, Inc. (SPRINGFIELD MO)
MO
11/18/2005 - 11/28/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MO)
NY
07/28/2000 - 11/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ryan Patterson is the right advisor for you? Invested Better is here to help.