Unclaimed
Ryan Hancock is a financial advisor with Stifel, Nicolaus & Company, Inc., located in Pocatello, Idaho. Ryan has been in the industry since March 14, 1996, with experience at several firms, including D.A. Davidson & Co. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ryan has a broad range of experience working with individuals, high net worth individuals, corporations, investment companies, and other institutions. Ryan is registered with the state of Idaho as an investment advisor representative and offers a variety of services, including financial planning, portfolio management, and 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
01/12/2020 - Present
Stifel, Nicolaus & Company, Inc. (POCATELLO ID)
ID
11/20/2001 - 02/02/2016
D.A. DAVIDSON & CO. (POCATELLO ID)
NY
11/06/1997 - 03/20/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
03/25/1987 - 11/14/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BOTH
Issued 01/09/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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