Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan J Patrie is a financial advisor with Oppenheimer & Co. Inc. in New York, NY. Ryan has been in the financial services industry since September 2023. Ryan is registered to offer securities and investment advice in New York. Ryan previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL. Ryan holds a Series 66 license, a Series 7TO license, and a SIE license. Ryan also specializes in providing financial advice to individuals, businesses, retirement plans, 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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
08/07/2024 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
FL
09/20/2023 - 07/26/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
BOTH
Issued 10/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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