Unclaimed
Ryan Morrison is a financial advisor with over 17 years of experience in the industry. Ryan currently works with Empower Advisory Group, LLC in GREENWOOD VILLAGE, CO and Land O Lakes, FL. Ryan also has experience with TD Ameritrade, Inc., Scottrade, Inc. and Wachovia Securities, LLC. Ryan holds the Series 6, 7, 24, 63, and 66 licenses. Ryan is also a Certified Financial Planner and a Chartered Financial Consultant. Ryan's specializations include financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/16/2023 - Present
Empower Advisory Group, LLC (Land O Lakes FL)
FL
02/26/2018 - 01/14/2022
TD AMERITRADE, INC. (TAMPA FL)
FL
09/12/2006 - 02/26/2018
SCOTTRADE, INC. (CLEARWATER FL)
FL
12/13/2005 - 06/13/2006
WACHOVIA SECURITIES, LLC (TRINITY FL)
BOTH
Issued 03/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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