Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan James Ferrara is a financial advisor with Fidelity Personal And Workplace Advisors. Ryan has been in the financial services industry since August 2011. Ryan has Series 6, 7, 63, 66, 9, 10, and SIE licenses and is registered in 53 states. Ryan's primary area of focus is providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Ryan also offers educational seminars and selection of other advisors. Fidelity Personal And Workplace Advisors manages approximately $1 billion - $10 billion in assets under management.
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.
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.
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2
UT
03/09/2022 - Present
Fidelity Personal AND Workplace Advisors (AMERICAN FORK UT)
UT
09/21/2011 - 11/21/2017
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
UT
05/05/2010 - 08/16/2011
CHASE INVESTMENT SERVICES CORP. (SALT LAKE CITY UT)
BOTH
Issued 02/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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