Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan De Silva is a financial advisor who has been working in the industry since 2007. Ryan is a Certified Financial Planner and a Chartered Financial Analyst, and is registered to offer securities and investment advisory services in several states. Ryan currently works at Fidelity Personal AND Workplace Advisors and has previously worked at J.P. Morgan Securities LLC, Arrowroot Partners, LLC, Nuveen Securities, LLC, Citigroup Global Markets Inc., and National Planning Corporation. Ryan specializes in providing financial planning, portfolio management, and investment advice to a wide range of clients.
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.
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.
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2
CA
02/15/2022 - Present
Fidelity Personal AND Workplace Advisors (THOUSAND OAKS CA)
CA
05/23/2019 - 11/02/2021
J.P. MORGAN SECURITIES LLC (GRANADA HILLS CA)
CA
07/13/2017 - 03/02/2018
ARROWROOT PARTNERS, LLC (SANTA MONICA CA)
CA
10/21/2010 - 09/30/2015
NUVEEN SECURITIES, LLC (LOS ANGELES CA)
CA
11/30/2006 - 09/15/2010
CITIGROUP GLOBAL MARKETS INC. (WEST HOLLYWOOD CA)
CA
01/23/2003 - 09/29/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 02/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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