Unclaimed
Ryan Drews is a financial advisor with RWA Wealth Partners in Troy, MI. Ryan has over 17 years of experience in the financial services industry. Ryan holds the Series 7, Series 31, and Series 66 licenses. Ryan is also a Certified Financial Planner. Ryan provides financial planning and portfolio management services to individuals, families, businesses, and charitable organizations. Ryan also teaches at Walsh College and has a background in business development, financial services, and wealth management. Ryan has worked at several other financial firms, including LPL Financial LLC, Northwestern Mutual Investment Services, LLC, Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, and Morgan Stanley DW Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
Model provider fee
1
2
MI
04/20/2023 - Present
RWA Wealth Partners (Troy MI)
MI
06/28/2021 - 04/18/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)
MI
06/10/2019 - 05/25/2021
CHARLES SCHWAB & CO., INC. (Troy MI)
FL
05/23/2018 - 06/06/2019
PFS INVESTMENTS INC. (SARASOTA FL)
MI
06/30/2014 - 06/02/2016
LPL FINANCIAL LLC (BLOOMFIELD HILLS MI)
MI
04/28/2009 - 07/01/2014
FIDELITY BROKERAGE SERVICES LLC (FARMINGTON MI)
MI
09/26/2007 - 02/18/2009
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM MI)
MI
06/28/2006 - 08/31/2007
CHASE INVESTMENT SERVICES CORP. (TROY MI)
MI
01/19/2006 - 06/06/2006
MORGAN STANLEY DW INC. (BIRMINGHAM MI)
BOTH
Issued 02/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Ryan Drews is the right advisor for you? Invested Better is here to help.