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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Dolar is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan has been in the financial services industry since 2009. Ryan has been registered with Merrill Lynch since 2020. Ryan has experience with a wide range of financial products and services, including investment management, financial planning, and retirement planning. Ryan holds a Series 6, 7, 63, and 65 securities license. Ryan is also registered as an Investment Advisor Representative in Georgia and Texas. Ryan specializes in working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Ryan is committed to providing his clients with personalized financial advice and 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
GA
06/15/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALPHARETTA GA)
GA
03/20/2015 - 06/16/2020
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
GA
03/28/2013 - 03/05/2015
WELLS FARGO ADVISORS, LLC (CANTON GA)
GA
12/01/2009 - 02/16/2012
NYLIFE SECURITIES LLC (ATLANTA GA)
IA
Issued 03/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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