Unclaimed
Ryan James Tunnell is a financial advisor who has been in the industry since 2016. Ryan is currently registered with Ameriprise Financial Services, LLC in California and holds a Series 63, Series 7 and SIE license. Previously, Ryan was registered with Comerica Securities, U.S. Bancorp Investments, Inc., UnionBanc Investment Services, LLC and RIM Securities LLC. Ryan is also a Chartered Financial Analyst. Ryan's practice focuses on providing financial advice to high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies. Ryan's practice offers financial planning, asset allocation services, portfolio management for individuals and businesses, pension consulting, educational seminars, publication of periodicals, and selection of other advisors.
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.
Asset allocation 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.
1
2
CA
11/03/2023 - Present
Ameriprise Financial Services, LLC (Los Angeles CA)
CA
08/17/2023 - 11/03/2023
COMERICA SECURITIES (LOS ANGELES CA)
MN
05/26/2023 - 06/22/2023
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
CA
10/09/2020 - 05/26/2023
UNIONBANC INVESTMENT SERVICES, LLC (BEVERLY HILLS CA)
NY
04/22/2015 - 06/06/2018
RIM SECURITIES LLC (NEW YORK NY)
BC
Issued 10/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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