Unclaimed
Ryan F. Christensen is an Investment Advisor Representative at RWA Wealth Partners. Ryan has been in the industry since 2011 and holds the Series 6, Series 63, and Series 65 licenses. Ryan specializes in providing financial planning, portfolio management for individuals and businesses, and estate planning services to clients. Prior to joining RWA Wealth Partners, Ryan worked at New England Securities in West Hartford, Connecticut.
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
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2
MA
09/15/2015 - Present
RWA Wealth Partners (NEWTON MA)
CT
02/23/2011 - 09/28/2012
NEW ENGLAND SECURITIES (WEST HARTFORD CT)
IA
Issued 11/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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