Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Bubela is a registered investment advisor representative with Strategic Financial Concepts, LLC in Austin, Texas. Ryan has been working in the financial services industry since December 14, 2004. Prior to joining Strategic Financial Concepts, LLC, Ryan worked at Mutual Service Corporation and LPL Financial Corporation. Ryan specializes in providing financial planning, portfolio management, and investment advisory services to individuals and businesses. Ryan holds the Series 7, Series 66, and SIE licenses. Ryan Bubela has worked in this industry for 18 years.
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.
General consulting and business planning 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.
A percentage of the total value of assets under management is charged.
Retainer fees
1
2
TX
01/05/2009 - Present
Strategic Financial Concepts, LLC (Austin TX)
TX
01/07/2009 - 09/08/2009
MUTUAL SERVICE CORPORATION (AUSTIN TX)
TX
11/24/2004 - 12/15/2008
LPL FINANCIAL CORPORATION (AUSTIN TX)
BOTH
Issued 12/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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