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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Baumbach is a Registered Representative and Investment Advisor Representative with AssuredPartners Investment Advisors in Wilmington, DE. Ryan has been in the financial services industry since 2016 and has experience with Edward Jones and Lighthouse Financial Advisory Group, LLC. Ryan holds the Series 66, Series 7 and SIE licenses and is licensed to provide financial advice in Delaware and Texas. Ryan specializes in providing financial planning, portfolio management, and college planning services 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.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
1
2
DE
07/24/2023 - Present
Assuredpartners Investment Advisors (Wilmington DE)
DE
11/22/2017 - 10/02/2020
EDWARD JONES (WILMINGTON DE)
BOTH
Issued 12/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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