Unclaimed
Ryan James Houghtaling is a financial advisor with Osaic Wealth, Inc., a firm with a strong focus on providing financial planning, pension consulting, and educational seminars for individuals, businesses, and charitable organizations. Ryan brings over 10 years of experience in the financial services industry, having previously worked for Mutual of America Life Insurance Company and Transamerica Investors Securities Corporation. His expertise in investment company products, as demonstrated by his Series 6 designation, makes him an ideal resource for investors seeking guidance on a variety of investment options. Ryan's commitment to providing personalized financial solutions and his dedication to helping clients achieve their financial goals are evident in his dedication to the industry and his clients' needs.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
05/30/2019 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
FL
04/22/2016 - 06/03/2019
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (TAMPA FL)
FL
07/20/2015 - 04/12/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)
FL
01/24/2011 - 07/07/2014
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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