Unclaimed
Ryan Dennis is a financial advisor with J.P. Morgan Securities LLC. Ryan has been in the industry since March 2022, and holds both Series 63 and Series 65 licenses. Ryan is registered with both the state of Iowa and Nebraska, and has experience with a variety of investment products and services. Ryan also has experience working with a variety of client types, including high net worth individuals, corporations, and pension plans. Prior to joining J.P. Morgan Securities LLC, Ryan worked for Wells Fargo Clearing Services, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IA
07/16/2023 - Present
J.p. Morgan Securities LLC (West Des Moines IA)
IA
02/28/2022 - 06/15/2023
WELLS FARGO CLEARING SERVICES, LLC (URBANDALE IA)
IA
Issued 11/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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