Unclaimed
Ryan Clodfelter is a financial advisor with P.j. Robb Variable, LLC, a firm headquartered in Charlotte, North Carolina. Ryan has been in the financial services industry since 1998 and has a wide range of experience. Ryan holds both Series 6 and Series 63 licenses and has passed the SIE and Series 65 exams. Ryan has also worked for other prominent firms in the industry including NFP Securities, Inc., SunTrust Investment Services, Inc., and MML Investors Services, Inc..
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
11/30/2012 - Present
P.j. Robb Variable, LLC (Charlotte NC)
NC
01/17/2012 - 10/03/2012
NFP SECURITIES, INC. (CHARLOTTE NC)
NC
10/03/2006 - 12/31/2011
SUNTRUST INVESTMENT SERVICES, INC. (GREENSBORO NC)
NC
10/01/2003 - 09/15/2006
MML INVESTORS SERVICES, INC. (GRENSBORO NC)
IA
09/18/1998 - 09/24/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IN
05/14/1998 - 09/17/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 04/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ryan Clodfelter is the right advisor for you? Invested Better is here to help.