Unclaimed
Ryan Gregory Kofron is a financial advisor with Fidelity Brokerage Services LLC, a brokerage firm with a focus on providing investment services. Ryan has been in the industry since August 13, 2019, and holds a variety of licenses and certifications, including Series 7, 9, 10, 24, 4, 57TO, and 63. He is registered to provide investment advice in Arizona, Massachusetts, North Carolina, Texas, and Utah. Ryan's experience with Empower Financial Services, Inc., Robinhood Financial, LLC, and Charles Schwab & Co., Inc. allows him to offer a comprehensive approach to financial planning and wealth management.
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
NC
05/08/2023 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
CO
03/30/2023 - 04/20/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
AZ
11/24/2020 - 08/09/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
11/21/2018 - 11/06/2020
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 12/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2021
Series 4 - Registered Options Principal Examination
BC
Issued 08/30/2021
Series 24 - General Securities Principal Examination
BC
Issued 05/27/2022
Series 57TO - Securities Trader Exam
BC
Issued 11/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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