Unclaimed
Ryan Hamilton is a financial advisor with Janney Montgomery Scott LLC, working out of the firm's Yardley, PA office. Ryan has been in the securities industry since 2011 and has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Philadelphia Brokerage Corporation. Ryan has a Series 7 and Series 66 license, as well as the SIE designation. They are a Certified Financial Planner and specializes in a wide range of financial services including portfolio management, financial planning, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
07/31/2014 - Present
Janney Montgomery Scott LLC (YARDLEY PA)
PA
02/06/2012 - 08/01/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
PA
03/16/2011 - 01/12/2012
PHILADELPHIA BROKERAGE CORPORATION (RADNOR PA)
BOTH
Issued 04/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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