Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Campbell is a financial advisor with over 25 years of experience in the financial services industry. Ryan has been a registered representative with Stifel, Nicolaus & Company, Inc. since 2009 and has previously held positions with UBS Financial Services Inc. and McDonald Investments Inc. Ryan is a Certified Financial Planner™ and a Chartered Financial Consultant and holds a Series 7, Series 63, and Series 65 licenses. Ryan has been registered in multiple states, including Ohio, Texas, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, New York, North Carolina, Pennsylvania, Utah, and Virginia. Ryan specializes in providing financial advice to individuals, businesses, and families.
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
OH
03/25/2015 - Present
Stifel, Nicolaus & Company, Inc. (MARION OH)
OH
02/09/2007 - 09/25/2009
UBS FINANCIAL SERVICES INC. (MARION OH)
OH
11/06/1998 - 02/09/2007
MCDONALD INVESTMENTS INC. (MARION OH)
OH
12/16/1994 - 11/16/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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