Unclaimed
Ryan Lawson is a financial advisor based in Atwater, OH. Ryan is registered with Cetera Investment Advisers LLC and has been in the industry since February 2006. Ryan has worked with previous firms such as Citizens Securities, Inc. and LPL Financial LLC. Ryan is dedicated to providing financial guidance and personalized investment strategies to individuals, families, and businesses. Ryan specializes in financial planning, portfolio management, and pension consulting. Ryan is committed to helping clients achieve their financial goals and reach their full potential.
ATWATER, OH
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (ATWATER OH)
OH
04/26/2013 - 08/04/2015
CITIZENS SECURITIES, INC. (STOW OH)
OH
08/03/2010 - 04/18/2013
LPL FINANCIAL LLC (BEACHWOOD OH)
OH
03/04/2004 - 05/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AKRON OH)
BOTH
Issued 10/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/25/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/10/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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