Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Coyne is an active broker and investment advisor representative. Ryan is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Florida and Texas and has been in the industry since March 2007. Ryan has previously worked at SECurian Financial Services, Inc., NatCity Investments, Inc., Ameriprise Financial Services, Inc., and A. G. Edwards & Sons, Inc. Ryan has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, the Securities Industry Essentials Examination, the General Securities Sales Supervisor - General Module Examination, the General Securities Sales Supervisor - Options Module Examination, and the Investment Company Products/Variable Contracts Principal Examination. Ryan holds registrations in all 50 states. Ryan specializes in portfolio management for individuals and businesses, as well as pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
12/22/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NAPLES FL)
FL
10/23/2009 - 11/29/2010
SECURIAN FINANCIAL SERVICES, INC. (ORLANDO FL)
OH
07/13/2007 - 09/30/2008
NATCITY INVESTMENTS, INC. (DAYTON OH)
OH
12/16/2006 - 06/05/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MIAMISBURG OH)
OH
11/16/2005 - 10/26/2006
A. G. EDWARDS & SONS, INC. (DAYTON OH)
BOTH
Issued 12/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/30/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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