Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Carter is a financial advisor with Stifel, Nicolaus & Company, Inc. Ryan has been in the financial services industry since 2016 and has a strong track record of success in helping clients reach their financial goals. Ryan holds both the Series 7 and Series 66 licenses, as well as the Series 9 and Series 10 licenses. Ryan provides financial planning, portfolio management, and investment advice to individual, corporate and institutional clients. Ryan is committed to providing personalized service and helping clients understand their options so they can make informed decisions about their financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
05/10/2022 - Present
Stifel, Nicolaus & Company, Inc. (OKEMOS MI)
BOTH
Issued 12/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/08/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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