Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Jantzen is a financial advisor with Captrust, a firm based in Raleigh, NC. Ryan has been in the financial services industry since 1991. Ryan specializes in providing financial planning and investment management services to individuals, families, and businesses. Ryan is registered in 11 states.
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.
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
03/01/2021 - Present
Captrust (Folsom CA)
CA
02/26/2009 - 03/05/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FOLSOM CA)
CA
06/07/2002 - 03/02/2009
ALLSTATE FINANCIAL SERVICES, LLC (FOLSOM CA)
CA
12/09/1994 - 05/30/2002
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
MN
10/16/1991 - 12/12/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/16/1991 - 12/12/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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