Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Gregory Curtis is a financial advisor with Stifel, Nicolaus & Company, Inc., with over 15 years of experience in the financial services industry. Ryan has a wide range of experience and specializes in providing financial planning, portfolio management and pension consulting services to individuals and businesses. Ryan is a Certified Financial Planner™ professional and is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority (FINRA) and holds licenses to provide financial services in 18 states. Ryan is committed to helping clients achieve their financial goals through personalized advice and a comprehensive approach to financial planning.
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.
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
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (SAN LUIS OBISPO CA)
CA
10/03/2008 - 01/12/2012
EDWARD JONES (SAN LUIS OBISPO CA)
BOTH
Issued 10/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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