Unclaimed
Ryan Greer is a financial advisor at Aquas Financial, LLC, based in Austin, Texas. Ryan has been in the financial services industry since 2023 and is licensed in Texas. He is also a Series 7, Series 63, and SIE licensed representative.
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.
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.
1
2
TX
08/27/2024 - Present
Aquas Financial, LLC (AUSTIN TX)
TX
01/10/2023 - 06/23/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
10/11/2021 - 05/12/2022
NYLIFE SECURITIES LLC (FRISCO TX)
BC
Issued 10/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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