Unclaimed
Ryan Horner is a financial advisor with over 20 years of experience in the financial services industry. Ryan is currently registered with Wells Fargo Clearing Services, LLC and is licensed to offer securities and investment advisory services in 22 states. Prior to joining Wells Fargo, Ryan worked for several other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BCG Securities, Inc., M&T Securities, Inc., Ameriprise Financial Services, Inc., and Wells Fargo Advisors, LLC. Ryan is a graduate of the University of Pennsylvania and holds the Series 7, Series 31, and Series 66 licenses. Ryan also serves as a committee member for the Cinnaminson Township Committee.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/13/2024 - Present
Wells Fargo Clearing Services, LLC (HAINESPORT NJ)
NJ
02/24/2015 - 11/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINNAMINSON NJ)
NJ
11/15/2013 - 11/24/2014
BCG SECURITIES, INC. (CHERRY HILL NJ)
DE
08/17/2012 - 11/04/2013
M&T SECURITIES, INC. (CLAYMONT DE)
NJ
02/24/2012 - 08/17/2012
AMERIPRISE FINANCIAL SERVICES, INC. (GIBBSBORO NJ)
NJ
07/01/2011 - 02/07/2012
AMERIPRISE FINANCIAL SERVICES, INC. (VOORHEES NJ)
NJ
09/07/2006 - 07/06/2011
WELLS FARGO ADVISORS, LLC (DELRAN NJ)
NJ
08/24/2006 - 08/31/2006
PRIMEVEST FINANCIAL SERVICES, INC. (WOOLWICH TOWNSHIP NJ)
NJ
01/28/2005 - 08/21/2006
PRIMEVEST FINANCIAL SERVICES, INC. (WOOLWICH TOWNSHIP NJ)
MA
10/20/2004 - 02/14/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/21/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
01/29/2003 - 01/08/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/17/2001 - 10/25/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
02/28/2001 - 03/19/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/28/2001 - 03/19/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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