Unclaimed
Ryan Barradas is a financial advisor with Kestra Advisory Services, LLC, based in Phoenix, Arizona. Ryan has been in the financial services industry since 1998. Ryan is a registered investment advisor and holds the Series 6, Series 63, Series 65, and SIE licenses. Ryan provides a range of services including financial planning, portfolio management for individuals and businesses, and pension consulting. Ryan also has experience with insurance. Ryan is a managing partner of WealthPoint, LLC, which provides investment advisory and consulting services. Ryan has been a managing partner of Kestra Advisory Services, LLC since 2018. Ryan is also an advisory board member of Partners Financial.
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.
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.
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2
AZ
02/01/2018 - Present
Kestra Advisory Services, LLC (PHOENIX AZ)
AZ
12/08/2004 - 02/01/2018
M HOLDINGS SECURITIES, INC. (PHOENIX AZ)
NY
02/09/1998 - 11/24/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
12/15/1997 - 01/28/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 01/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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