Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Edward Welle is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Bemidji, Minnesota. Ryan has been in the financial services industry since 2012 and holds a Series 66, Series 7, Series 9 and Series 10 licenses. Ryan is also registered as an Investment Advisor Representative (IAR) in Minnesota. Ryan has been a board member and officer at First National Bank of Bemidji since 2016 and has been a business owner of a real estate holding company since 2020. Ryan focuses on providing financial planning and investment advice to individuals and businesses.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
07/15/2015 - Present
Raymond James Financial Services Advisors, Inc. (BEMIDJI MN)
MN
05/15/2012 - 07/09/2015
FINTEGRA, LLC (BEMIDJI MN)
BOTH
Issued 06/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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