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 Perry is a financial advisor with over 20 years of experience in the industry. Ryan is a Certified Financial Planner™ professional and has held various positions at prominent firms such as Merrill Lynch and MetLife Securities. Currently, Ryan is a Registered Representative with Falcon Wealth Planning, Inc. Ryan specializes in providing comprehensive financial planning services, portfolio management for individuals and businesses, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
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.
Selection of other advisers fees
1
2
CA
01/08/2021 - Present
Falcon Wealth Planning, Inc. (ONTARIO CA)
CA
11/13/2013 - 01/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ONTARIO CA)
CA
08/23/2011 - 10/30/2013
METLIFE SECURITIES INC. (PASADENA CA)
MN
08/08/2000 - 03/14/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 08/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Ryan Perry is the right advisor for you? Invested Better is here to help.
