Unclaimed
Ryan Milliman is a financial professional with over 10 years of experience in the industry. Ryan is currently registered with GT Securities, Inc., based in Los Angeles, CA. Ryan holds the Series 7, Series 24, Series 63, and SIE licenses. Ryan has previously held positions at several other firms, including VCExpress Financial LTD, BMI Capital International LLC, WealthForge Securities, LLC, Xnergy Financial LLC, LPL Financial LLC, Sagepoint Financial, Inc., and MML Investors Services, LLC. Ryan is registered in California and Texas and has a focus on providing financial advice to individuals and families.
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.
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.
1
2
CA
02/13/2024 - Present
GT Securities, Inc. (LOS ANGELES CA)
NY
09/10/2023 - 11/14/2023
VCEXPRESS FINANCIAL LTD (PORT JEFFERSON STA NY)
NY
04/05/2022 - 06/16/2023
BMI CAPITAL INTERNATIONAL LLC (NEW YORK NY)
CA
04/09/2021 - 03/15/2022
WEALTHFORGE SECURITIES, LLC (San Diego CA)
CA
11/11/2019 - 03/05/2021
XNERGY FINANCIAL LLC (LOS ANGELES CA)
CA
12/05/2013 - 08/02/2019
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
04/30/2013 - 08/14/2013
SAGEPOINT FINANCIAL, INC. (CARLSBAD CA)
CA
02/17/2012 - 12/31/2012
MML INVESTORS SERVICES, LLC (LA JOLLA CA)
BC
Issued 04/12/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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