Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Shaughnessy is an investment advisor representative associated with Creativeone Wealth, LLC. Ryan has been in the financial industry for over 17 years and has a strong background in investment advisory services. Ryan is a Certified Financial Planner™ professional and holds the Series 6, 7, 63, and 65 licenses. Ryan is dedicated to providing personalized financial advice and guidance 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.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
NE
03/28/2022 - Present
Creativeone Wealth, LLC (OMAHA NE)
NE
05/05/2014 - 04/28/2015
LPL FINANCIAL LLC (PAPILLION NE)
NE
09/19/2013 - 05/09/2014
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
04/15/2004 - 10/02/2013
MML INVESTORS SERVICES, LLC (OMAHA NE)
IA
Issued 04/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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