Unclaimed
Ryan Dalessandro is a financial professional with over 2 years of experience in the industry. Ryan is currently registered with Bancroft Capital, LLC and has a Series 7, Series 66 and Series 79 license. Ryan is a registered representative in New York and Pennsylvania. Previously, Ryan was with UBS Financial Services Inc. Ryan specializes in financial planning 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.
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.
1
2
NY
02/08/2023 - Present
Bancroft Capital, LLC (Uniondale NY)
NJ
08/11/2022 - 01/24/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 09/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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