Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Robertshaw is a financial advisor with Raymond James Financial Services Advisors, Inc. Ryan has over 14 years of experience in the financial services industry. Ryan is a Certified Financial Planner and holds Series 7, 9, 10, and 66 securities licenses. Ryan specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Ryan is registered to offer investment advisory services in Ohio and Texas. Ryan's previous experience includes working as a financial advisor at Wells Fargo Advisors Financial Network, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
09/20/2019 - Present
Raymond James Financial Services Advisors, Inc. (CINCINNATI OH)
OH
07/17/2009 - 09/23/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CINCINNATI OH)
BOTH
Issued 10/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/27/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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