Unclaimed
Ryan Davis Freberg is an investment advisor representative with Focused Alpha, LLC and is registered with the state of Arizona. Ryan has over 10 years of experience in the financial services industry. Ryan is a Series 66, 7 and SIE licensed advisor. Ryan previously worked at UBS Financial Services Inc. and Morgan Stanley. Ryan's areas of specialization are investment management, financial planning, and selection of other advisors for clients. Ryan specializes in working with high-net-worth individuals, individuals other than high-net-worth, and state or municipal government entities.
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.
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.
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2
AZ
05/06/2024 - Present
Focused Alpha, LLC (PHOENIX AZ)
AZ
07/16/2015 - 04/16/2024
UBS FINANCIAL SERVICES INC. (TUCSON AZ)
AZ
12/19/2012 - 07/31/2015
MORGAN STANLEY (TEMPE AZ)
AZ
12/05/2012 - 12/14/2012
INVEST FINANCIAL CORPORATION (PHOENIX AZ)
CA
05/24/2012 - 07/17/2012
BTIG, LLC (SAN FRANCISCO CA)
AZ
02/14/2012 - 05/23/2012
MERIDIAN UNITED CAPITAL, LLC (SCOTTSDALE AZ)
BOTH
Issued 01/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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