Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Isaiah Ojeda is a registered investment advisor representative with Vanguard Advisers, Inc. Ryan has been in the securities industry since June 2022. Ryan is registered with the state of Texas and has passed the Series 63, Series 66, Series 7TO and SIE exams. Ryan holds specializations in portfolio management for individuals, investment companies and pooled investment vehicles.
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.
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.
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2
TX
06/28/2023 - Present
Vanguard Advisers, Inc. (Plano TX)
BOTH
Issued 06/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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