Unclaimed
Ryan Christopher Spaude is a financial advisor currently registered with Sequoia Financial Group, LLC. Ryan has been in the industry since 1997 and holds the Series 6, 7, 63 and 65 licenses. Ryan is a Certified Financial Planner™ professional and has a wealth of experience in the industry working with various firms throughout the years.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
09/13/2024 - Present
Sequoia Financial Group, LLC (AKRON OH)
MN
09/29/2015 - 08/10/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MANKATO MN)
IA
09/17/2012 - 10/01/2015
SECURITIES AMERICA, INC. (DUBUQUE IA)
MN
01/19/2000 - 09/10/2012
WOODBURY FINANCIAL SERVICES, INC. (NORTH MANKATO MN)
CT
12/18/1997 - 12/31/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 08/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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