Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Ashley is a financial advisor who has been in the industry since 2010. Ryan is a Registered Representative and Investment Advisor Representative. Ryan has a Series 7, Series 66, and SIE. Ryan is currently affiliated with MAI Capital Management, LLC and has been with the firm since 2017. Ryan is also a Certified Financial Planner. Previously, Ryan was affiliated with TIAA-CREF Individual & Institutional Services, LLC, Fidelity Brokerage Services LLC, and Edward Jones.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
FL
07/10/2017 - Present
MAI Capital Management, LLC (PONTE VEDRA BEACH FL)
FL
07/06/2016 - 06/01/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PONTE VEDRA BEACH FL)
NY
05/09/2012 - 06/22/2016
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
FL
05/21/2010 - 04/25/2012
EDWARD JONES (FRUIT COVE FL)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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