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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan McQuillan is a registered investment advisor with Avior Wealth Management, LLC and has been in the industry since 2009. Ryan has experience in both financial planning and portfolio management, and is dedicated to providing customized financial advice to meet his clients' individual needs. Ryan earned his Series 6, 7, 26, 63, and 65 securities licenses, demonstrating his commitment to staying up-to-date on the latest financial regulations and industry best practices. Ryan's previous experience includes roles at Pruco Securities, LLC. and Northwestern Mutual Investment Services, LLC., giving him a well-rounded understanding of the financial industry. Ryan works with clients of all sizes and asset levels, and is committed to building strong relationships with his clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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.
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2
NE
07/12/2022 - Present
Avior Wealth Management, LLC (OMAHA NE)
NE
01/03/2014 - 07/01/2022
PRUCO SECURITIES, LLC. (OMAHA NE)
NE
11/06/2012 - 08/22/2013
FBL MARKETING SERVICES, LLC (OMAHA NE)
NE
02/05/2009 - 03/15/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OMAHA NE)
IA
Issued 07/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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