Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Jan Turner is a registered representative of Cuso Financial Services, LP. Ryan has been in the industry since July 19, 2001. Ryan's first job in the industry was with Commonwealth Financial Network. Ryan also has prior experience with CUNA Brokerage Services, Inc., XCU Capital Corporation, Inc., Wells Fargo Investments, LLC, and LPL FINANCIAL LLC. Ryan has a strong background in the financial industry. Ryan is a specialist in various areas including, but not limited to, investment planning, educational seminars, portfolio management, and selection of other advisers. Ryan is committed to providing clients with exceptional service and guidance.
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.
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2
UT
04/24/2017 - Present
Cuso Financial Services, LP (Ogden UT)
UT
09/22/2015 - 05/05/2017
LPL FINANCIAL LLC (OGDEN UT)
UT
01/14/2015 - 09/21/2015
CUSO FINANCIAL SERVICES, L.P. (Layton UT)
UT
03/09/2007 - 01/14/2015
CUNA BROKERAGE SERVICES, INC. (HARRISVILLE UT)
UT
04/26/2006 - 02/27/2007
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
04/05/2002 - 04/26/2006
XCU CAPITAL CORPORATION, INC. (SOUTH ODGEN UT)
MA
07/11/2001 - 04/08/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 01/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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