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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan James Koester is a financial advisor with Wells Fargo Clearing Services, LLC. Ryan has been in the financial services industry since December 1999. Ryan is licensed to provide investment advice in Iowa and has a Series 63, Series 65, Series 7, Series 9, Series 10, and Series 31 licenses. Ryan provides investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals 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.
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.
Investment consulting services to institutional clients
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.
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2
IA
01/28/2002 - Present
Wells Fargo Clearing Services, LLC (CEDAR RAPIDS IA)
IA
Issued 12/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/14/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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