Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Chaplinski is a financial advisor with Dimensional Fund Advisors LP, a firm based in Austin, Texas. Ryan has been in the financial industry since 1994 and is licensed to provide investment advisory services in all 50 states, as well as in Puerto Rico. Ryan specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Ryan holds the Series 6, 7, 24, 63, and 65 licenses and the SIE exam certificate.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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
TX
10/05/2011 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
AZ
11/28/1994 - 06/22/2011
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
MN
08/06/1993 - 11/22/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 09/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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