Unclaimed
Ryan George Horan is a financial advisor with over 12 years of experience in the industry. Ryan is currently registered with Aristotle Capital Management, LLC and holds Series 7TO, Series 65, and Series 66 licenses. Ryan is also a Chartered Financial Analyst (CFA). Ryan previously worked at IMST Distributors, LLC and JPMorgan Chase. Ryan specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Ryan is based in Los Angeles, California.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
03/04/2022 - Present
Aristotle Capital Management, LLC (LOS ANGELES CA)
CA
01/01/2022 - 10/24/2023
IMST DISTRIBUTORS, LLC (LOS ANGELES CA)
BOTH
Issued 02/23/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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