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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 Christopher Cole is a financial advisor with Fidelity Personal and Workplace Advisors. Ryan has been in the industry since 1999 and has experience with a variety of firms, including Securities Service Network, Inc., Dawson James Securities, Inc., Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, GunnAllen Financial, Inc., and National Securities Corporation. Ryan holds Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. He is registered to provide investment advisory services in Arizona, Florida, Illinois, Indiana, and Wisconsin. Ryan specializes in retirement planning, college savings, and investment management. He is dedicated to helping clients 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.
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.
1
2
IL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SCHAUMBURG IL)
IL
02/28/2012 - 04/05/2016
SECURITIES SERVICE NETWORK, INC. (Shorewood IL)
FL
08/14/2009 - 03/02/2012
DAWSON JAMES SECURITIES, INC. (BOCA RATON FL)
IL
03/27/2009 - 04/27/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
07/20/2006 - 03/30/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
02/22/2006 - 07/14/2006
GUNNALLEN FINANCIAL, INC (CHICAGO IL)
IL
10/08/2002 - 02/21/2006
NATIONAL SECURITIES CORPORATION (CHICAGO IL)
FL
02/16/1999 - 10/15/2002
GUNNALLEN FINANCIAL, INC (TAMPA FL)
IA
Issued 01/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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