Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Christofer Dungan is a financial professional with over 10 years of experience in the financial services industry. Ryan is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Ryan has a broad range of experience, having previously worked at SAGEPOINT FINANCIAL, INC., XNERGY FINANCIAL LLC, MARCH CAPITAL CORP., and GERWIN GROUP, INC.. Ryan holds the Series 63, Series 7, and SIE licenses and has a strong track record of providing financial advice to individuals, families, and businesses.
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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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
08/15/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
CA
06/04/2019 - 11/21/2020
XNERGY FINANCIAL LLC (LOS ANGELES CA)
IL
08/08/2016 - 06/08/2017
MARCH CAPITAL CORP. (CHICAGO IL)
CA
08/21/2013 - 01/04/2016
XNERGY FINANCIAL LLC (LOS ANGELES CA)
CA
09/23/2010 - 09/06/2011
GERWIN GROUP, INC. (THOUSAND OAKS CA)
BC
Issued 01/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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