Unclaimed
Ryan Cashman is an investment advisor representative registered with Mattern Capital Management, LLC. Ryan has been in the financial services industry since 1999. Ryan is a registered investment advisor in Colorado and Texas. Ryan has a Series 7, Series 63 and Series 66 license. Ryan's previous experience includes positions at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.. Ryan's experience with the securities industry includes a focus on providing financial planning, pension consulting, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
08/10/2020 - Present
Mattern Capital Management, LLC (LAKEWOOD CO)
CO
01/01/2008 - 02/14/2019
WELLS FARGO CLEARING SERVICES, LLC (DENVER CO)
CO
10/06/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DENVER CO)
BOTH
Issued 05/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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