Unclaimed
Ryan Christopher Weise is a financial advisor who has been in the industry since 1999. Ryan is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services LLC. Ryan holds Series 6, 7 and 66 securities licenses. In addition to providing financial advice, Ryan specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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
TX
01/27/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
LA
08/10/2022 - 01/27/2023
CETERA INVESTMENT SERVICES LLC (DENHAM SPRINGS LA)
LA
10/03/2011 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (DENHAM SPRINGS LA)
LA
01/22/2010 - 09/21/2011
EDWARD JONES (LAKE CHARLES LA)
LA
05/31/2008 - 01/25/2010
CAPITAL ONE INVESTMENT SERVICES LLC (LAKE CHARLES LA)
LA
05/19/2000 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (OAKDALE LA)
MA
04/05/1999 - 05/22/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/05/1999 - 05/22/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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