Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Janusz Ozog is a financial advisor currently registered with Edward Jones. Ryan is a seasoned professional with over 13 years of experience in the financial services industry. Ryan has extensive experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Ryan holds a variety of licenses and certifications, including Series 7, Series 24, and Series 66. Ryan is committed to helping clients achieve their financial goals and providing them with personalized advice 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.
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.
See schedule d - miscellaneous
1
2
CA
06/18/2021 - Present
Edward Jones (APTOS CA)
CA
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (WALNUT CREEK CA)
CA
05/19/2010 - 02/26/2018
SCOTTRADE, INC. (SOQUEL CA)
BOTH
Issued 02/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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