Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Zeifert is a financial advisor at Edelman Financial Engines. Ryan has been in the financial industry since November 2007 and has a Series 6, 7, 63 and 65 license. Ryan has experience in both the brokerage and investment advisory fields. Ryan is committed to providing comprehensive financial planning and investment management services to his clients. Ryan focuses on individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and other investment advisors. Ryan is a Registered Investment Advisor.
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.
Set-up fees & related svcs; reimbursements for printed materials
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AZ
04/07/2020 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
11/27/2007 - 10/24/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 01/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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