Unclaimed
Ryan Christopher Dimas is an investment advisor with William Blair. Ryan has been in the industry since January 1996 and is registered in 51 states. Ryan holds several professional licenses including the Series 3, 7, 9, 10, 24, 31, 63 and 65 exams. Ryan specializes in providing financial planning services, portfolio management for businesses and individuals, and selection of other advisors. Ryan is also registered as an Investment Advisor Representative in Illinois. Ryan's previous experience includes Charles Schwab & Co., Inc. and Dean Witter Reynolds Inc.
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.
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.
Equity research 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.
1
2
IL
03/01/2007 - Present
William Blair (CHICAGO IL)
TX
06/05/1997 - 10/27/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
01/12/1996 - 06/30/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 02/18/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 01/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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