Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Garrett Robinson is an active investment advisor representative, registered with Wells Fargo Clearing Services, LLC in California since January 3, 2011. Ryan has been in the financial services industry since February 11, 1996. Ryan has been registered with Wells Fargo Clearing Services, LLC since January 3, 2011. Previous employers include Wells Fargo Investments, LLC, Wells Fargo Securities Inc., Gateway Investment Services, Inc., and Dean Witter Reynolds Inc. Ryan is a Series 63 and Series 65-licensed advisor and holds the SIE, Series 31 and Series 7 licenses. Ryan is also registered as an investment advisor representative in Florida, Hawaii, Idaho, Nevada, New Mexico, Oregon, and Wisconsin.
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
CA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (ENCINO CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (STUDIO CITY CA)
CA
12/06/1996 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IL
11/15/1996 - 01/01/1997
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
NY
11/28/1995 - 08/30/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/1995
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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