Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Francis Sullivan is a financial advisor at Ameriprise Financial Services, LLC. Ryan has been in the financial services industry since 2004 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Ryan holds the Series 6, 7, and 66 licenses, as well as the SIE. Ryan is also a Certified Financial Planner and a Chartered Financial Consultant. Ryan is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals. Ryan provides financial planning, asset allocation services, and portfolio management for individuals and businesses.
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.
1
2
WA
11/03/2023 - Present
Ameriprise Financial Services, LLC (Kennewick WA)
WA
10/31/2019 - 11/24/2023
RBC CAPITAL MARKETS, LLC (Kennewick WA)
WA
11/01/2012 - 10/31/2019
CENTAURUS FINANCIAL, INC. (KENNEWICK WA)
WA
06/02/2011 - 11/26/2012
H. BECK, INC. (KENNEWICK WA)
WA
01/17/2006 - 06/01/2011
STATE FARM VP MANAGEMENT CORP. (KENNEWICK WA)
MA
02/07/2005 - 10/26/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
WI
06/07/2002 - 07/09/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 09/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ryan Sullivan is the right advisor for you? Invested Better is here to help.
