Unclaimed
Ryan Farrell Jensen is a financial professional with over 20 years of experience in the financial services industry. Ryan is currently registered with Cetera Investment Advisers LLC and has previously been affiliated with OneAmerica Securities, Inc., Beneficial Investment Services, Inc., Workman Securities Corporation, and Equity Services, Inc. Ryan holds Series 6, 7, 63, 65, and 66 licenses. Ryan provides financial planning and investment management services to individuals, businesses, and charitable organizations.
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.
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
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (CAMAS WA)
WA
11/02/2011 - 12/08/2021
ONEAMERICA SECURITIES, INC. (Camas WA)
WA
10/31/2007 - 12/31/2009
BENEFICIAL INVESTMENT SERVICES, INC. (VANCOUVER WA)
MN
03/17/2006 - 09/06/2006
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
VT
02/23/1999 - 04/16/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
BOTH
Issued 12/7/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 7/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 2/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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