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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 Elliot Lewis is a financial advisor with Morgan Stanley. Ryan has been in the financial services industry since 2004. Ryan holds the Series 31, 7 and 66 licenses and has been registered with the state of Minnesota since 2009 and has a branch office in Stillwater, Minnesota. Ryan has previously worked at Citigroup Global Markets Inc. and Ameriprise Financial Services, Inc. and is currently active in 23 states. Ryan is a registered investment advisor with a focus on offering a range of advisory services including portfolio management, financial planning and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MN
05/05/2020 - Present
Morgan Stanley (STILLWATER MN)
MN
02/26/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MINNEAPOLIS MN)
MN
03/19/2004 - 03/20/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
03/19/2004 - 03/20/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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