Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Birge is an investment advisor representative at LPL Financial LLC. Ryan has been in the financial industry since 2008. Ryan holds Series 7 and Series 66 licenses. Ryan has been registered with LPL Financial LLC since 2024 and previously was registered with RBC Capital Markets, LLC, People's Securities, Inc., and Citigroup Global Markets Inc. Ryan offers advisory services to clients including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Ryan is licensed in Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
10/23/2024 - Present
LPL Financial LLC (DANIEL ISLAND SC)
CT
06/19/2017 - 09/12/2017
RBC CAPITAL MARKETS, LLC (WESTPORT CT)
CT
12/07/2016 - 06/26/2017
PEOPLE'S SECURITIES, INC. (SHELTON CT)
CT
06/09/2008 - 05/27/2015
RBC CAPITAL MARKETS, LLC (NEW HAVEN CT)
CT
06/20/2007 - 06/26/2008
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
CT
07/07/2006 - 06/14/2007
BROOKSTREET SECURITIES CORPORATION (WESTPORT CT)
BOTH
Issued 12/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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