Unclaimed
Ryan F. McCallum is an investment advisor representative with Connors Investor Services Inc., based in Wyomissing, Pennsylvania. Ryan has been in the financial services industry for over 15 years. Ryan has a broad range of experience working with clients of all types, including high net worth individuals, corporations, pension and profit sharing plans, charitable organizations and state or municipal government entities. Prior to joining Connors Investor Services Inc., Ryan worked for LPL Financial LLC, Wells Fargo Advisors, LLC, UVEST Financial Services Group, Inc., Wachovia Securities, LLC and Planco Financial Services, LLC.
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.
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.
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.
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2
PA
03/22/2022 - Present
Connors Investor Services Inc. (WYOMISSING PA)
PA
03/23/2011 - 03/16/2022
LPL FINANCIAL LLC (WYOMISSING PA)
PA
03/03/2009 - 03/10/2011
WELLS FARGO ADVISORS, LLC (SHILLINGTON PA)
NC
11/01/2007 - 01/05/2009
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
PA
04/05/2007 - 10/19/2007
WACHOVIA SECURITIES, LLC (WEST LAWN PA)
PA
05/18/2006 - 08/17/2006
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
IA
Issued 12/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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