Unclaimed
Ryan Cunningham is a financial advisor with LPL Financial LLC. Ryan has over 20 years of experience in the financial services industry. Ryan is a Registered Representative and Investment Advisor Representative. He is also a licensed insurance agent. Ryan holds the Series 7, Series 24, and Series 63 licenses. Ryan specializes in providing financial planning, portfolio management, and insurance services to individuals, families, and businesses.
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
OH
10/21/2020 - Present
LPL Financial LLC (WILLOUGHBY HILLS OH)
OH
11/19/2010 - 10/20/2020
THE O.N. EQUITY SALES COMPANY (Willoughby Hills OH)
OH
02/07/2001 - 11/22/2010
SUNSET FINANCIAL SERVICES, INC. (EASTLAKE OH)
MN
12/07/1998 - 02/07/2001
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
BC
Issued 03/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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