Unclaimed
Ryan Wilde is a financial advisor with over 20 years of experience in the industry. Ryan is currently registered with BNY Mellon Securities Corp. and is licensed to provide investment advice in all 50 states. Ryan has previously worked at OppenheimerFunds Distributor, Inc. in Centennial, CO. Ryan holds Series 6, 7, and 63 licenses as well as the Securities Industry Essentials (SIE) designation. Ryan specializes in 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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2
NY
10/08/2019 - Present
BNY Mellon Securities Corp. (New York NY)
CO
10/20/1999 - 05/27/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BC
Issued 08/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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