Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Boutwell is an investment advisor representative with over 20 years of experience in the financial services industry. Ryan has held positions with LPL Financial LLC and CAPFINANCIAL SECURITIES, LLC. Ryan currently works with USI Advisors. Ryan has a Series 7, Series 63, and Series 65 license. Ryan is registered with the state of Minnesota. USI Advisors is a Registered Investment Advisor providing services to institutions, including insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities. Ryan has experience working with clients in the insurance, investment, charitable, banking, pension, corporate, and government sectors.
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.
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.
Seminars and consultations
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
CT
08/27/2020 - Present
USI Advisors (GLASTONBURY CT)
MN
09/03/2015 - 09/10/2020
LPL FINANCIAL LLC (MINNETONKA MN)
MN
08/30/2011 - 07/31/2015
CAPFINANCIAL SECURITIES, LLC. (MINNEAPOLIS MN)
SC
12/10/2001 - 09/12/2011
LPL FINANCIAL LLC (FORT MILL SC)
IN
01/03/2001 - 12/04/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 12/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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