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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Baker is a financial advisor with Osaic FA, Inc., based in San Ramon, California. Ryan has been in the industry since 2004 and holds Series 63, Series 65, Series 7 and SIE licenses. Ryan focuses on providing financial planning, portfolio management for individuals and businesses, and retirement planning consulting services. He is registered in multiple states and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
CA
02/13/2019 - Present
Osaic FA, Inc. (SAN RAMON CA)
IN
02/06/2004 - 04/04/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OR
12/03/2003 - 12/12/2003
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
IA
Issued 03/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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