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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 Douglas Overman is a financial advisor with Wells Fargo Clearing Services, LLC. Ryan has been in the financial industry since 2007. Ryan works with individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Ryan offers financial planning, investment management, and investment consulting services. Prior to joining Wells Fargo Clearing Services, LLC, Ryan worked for Wells Fargo Advisors, LLC, PFS Investments Inc., Pacific Select Distributors, Inc., and AIG SunAmerica Capital Services, Inc. Ryan holds the Series 6, 7, 9, 63, and 65 licenses.
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.
Investment consulting services to institutional clients
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
CA
09/07/2016 - Present
Wells Fargo Clearing Services, LLC (Roseville CA)
NC
04/12/2011 - 07/29/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
CA
01/29/2011 - 03/31/2011
PFS INVESTMENTS INC. (TORRANCE CA)
CA
09/11/2006 - 02/10/2009
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NJ
03/10/2003 - 07/18/2005
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
IA
Issued 09/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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