Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Christopher Harrison is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan has over 20 years of experience in the financial services industry. Ryan holds FINRA Series 7, 9, 10, 24, 63, and 66 licenses as well as several state securities registrations. In addition to his work at Merrill Lynch, Ryan has experience at Barclays Capital Inc., Lehman Brothers Inc., Calyon Securities (USA) Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, IClearing LLC and Datek Online Brokerage Services LLC. Ryan's firm manages approximately $10 billion - $50 billion in assets and serves a wide range of clients, including individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Ryan's specializations include investment advisory services, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
08/21/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NY
09/22/2008 - 01/16/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/24/2005 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/17/2004 - 02/01/2005
CALYON SECURITIES (USA) INC (NEW YORK NY)
NY
06/14/2002 - 04/26/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NE
11/18/1999 - 01/08/2002
ICLEARING LLC (OMAHA NE)
NE
07/19/1999 - 11/17/1999
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/22/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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