Unclaimed
Ryan Jefferies is a financial professional with over 15 years of experience in the industry. Ryan is currently registered with Cetera Advisors LLC and Cetera Advisor Networks LLC. Prior to that, Ryan was affiliated with First Allied Securities, Inc. and Girard Securities, Inc. Ryan has a strong background in securities and investments, and is committed to providing his clients with personalized financial advice. Ryan holds the Series 7, 24, 52, 53, 63, and SIE licenses.
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.
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.
1
2
CA
01/31/2020 - Present
Cetera Advisors LLC (SAN DIEGO CA)
CA
04/28/2014 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
08/26/2015 - 11/02/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
CA
01/18/2007 - 11/18/2013
LPL FINANCIAL LLC (SAN DIEGO CA)
BC
Issued 07/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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