Unclaimed
Ryan Brems is an investment advisor representative with Equitable Advisors, LLC. Ryan has been in the financial services industry since March 15, 2010. Ryan has been registered with Equitable Advisors, LLC since October 2022. Ryan also has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Northwestern Mutual Investment Services, LLC. Ryan holds Series 6, 7, 26, 63, and 66 licenses. Ryan's areas of specialization include investment management, financial planning, retirement planning, college savings, and insurance. Ryan is committed to providing personalized financial advice to help clients reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/07/2024 - Present
Equitable Advisors, LLC (TAMPA FL)
IA
10/19/2017 - 10/12/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CEDAR RAPIDS IA)
IA
03/18/2011 - 10/20/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Cedar Rapids IA)
WI
01/08/2001 - 01/09/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/08/2001 - 01/09/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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