Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Callahan is a financial advisor with Ameriprise Financial Services, LLC, with over 13 years of experience in the industry. Ryan holds the Series 63, Series 66, Series 7 and SIE licenses. Ryan is registered to provide investment advice in 22 states, and has previously worked for LPL Financial LLC, Lincoln Financial Distributors, Inc. and Fidelity Investments Institutional Services Company, Inc.. Ryan is a Certified Financial Planner and is affiliated with Northeast Planning Associates, Inc..
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.
Asset allocation services
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
NH
06/17/2024 - Present
Ameriprise Financial Services, LLC (Bedford NH)
NH
11/09/2018 - 05/17/2023
LPL FINANCIAL LLC (BEDFORD NH)
PA
03/15/2018 - 10/24/2018
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
RI
11/17/2009 - 03/20/2018
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 12/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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