Unclaimed
Ryan Lancaster is a registered investment advisor representative with T. Rowe Price Associates, Inc. Ryan has been in the securities industry since June 2014. Ryan has a Series 6, 7, 63, and 65 licenses, and is registered in 53 states. Ryan has worked for a number of firms in the past, including Nuveen Securities, LLC, Prudential Annuities Distributors, Inc, OppenheimerFunds Distributor, Inc., and AXA Distributors, LLC. Ryan provides investment advice for individuals, investment companies, pooled investment vehicles, and businesses.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
11/01/2023 - Present
T. Rowe Price Associates, Inc. (Syracuse NY)
NY
05/04/2021 - 09/18/2023
NUVEEN SECURITIES, LLC (New York NY)
CT
10/13/2016 - 12/21/2020
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
NY
02/03/2015 - 06/07/2016
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
07/29/2013 - 01/12/2015
AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)
IA
Issued 01/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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