Unclaimed
Ryan Christopher Williams is a financial advisor with LPL Financial LLC and Great Valley Advisor Group, Inc., with over 15 years of experience in the industry. Ryan has a wide range of experience, having previously worked at firms such as FSC Securities Corporation, Park Avenue Securities LLC, and Thrivent Investment Management Inc. Ryan holds both Series 7 and Series 66 securities licenses and is a Certified Financial Planner. Ryan's areas of specialization include investments, insurance, retirement planning, and financial planning. Ryan is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
MN
05/04/2021 - Present
LPL Financial LLC (EDINA MN)
MN
02/23/2018 - 05/04/2018
FSC SECURITIES CORPORATION (MINNEAPOLIS MN)
MN
11/13/2017 - 02/12/2018
FSC SECURITIES CORPORATION (MINNEAPOLIS MN)
MN
01/15/2013 - 11/06/2017
PARK AVENUE SECURITIES LLC (WAYZATA MN)
MN
10/08/2008 - 10/29/2012
THRIVENT INVESTMENT MANAGEMENT INC. (GOLDEN VALLEY MN)
BOTH
Issued 09/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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