Unclaimed
Ryan Knowlton is a financial advisor at Fisher Investments. Ryan is a certified financial planner and has been in the financial industry for over eight years. Prior to joining Fisher Investments, Ryan worked at several prominent firms, including Merrill Lynch, Morgan Stanley, and UBS. Ryan is registered as an Investment Advisor Representative in Florida and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/24/2023 - Present
Fisher Investments (TAMPA FL)
FL
06/16/2020 - 09/25/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH FL)
FL
08/23/2019 - 05/11/2020
MORGAN STANLEY (STUART FL)
FL
04/30/2018 - 06/20/2019
UBS FINANCIAL SERVICES INC. (WEST PALM BEACH FL)
FL
02/26/2018 - 04/09/2018
TD AMERITRADE, INC. (JUPITER FL)
FL
08/18/2015 - 02/26/2018
SCOTTRADE, INC. (JUPITER FL)
FL
03/12/2015 - 08/12/2015
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
BOTH
Issued 03/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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