Unclaimed
Ryan Lund is a financial professional with over 20 years of experience in the industry. Ryan is currently registered with Houlihan Lokey Capital, Inc. in Florida. Ryan has held previous positions at UBS Securities LLC, RBC Capital Markets, LLC and Raymond James & Associates, Inc. Ryan has passed several industry exams including Series 7, Series 24, Series 63, Series 79TO and SIE. Ryan is a valuable resource for individuals and families seeking financial guidance.
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.
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.
1
2
FL
04/25/2024 - Present
Houlihan Lokey Capital, Inc. (MIAMI FL)
FL
11/03/2021 - 04/19/2024
UBS SECURITIES LLC (Tampa FL)
FL
05/11/2020 - 11/12/2021
RBC CAPITAL MARKETS, LLC (ST. PETERSBURG FL)
FL
01/30/2003 - 05/12/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 07/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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