Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Healy is a financial advisor with over 20 years of experience in the industry. Ryan is currently registered with Capital Synergy Partners, which is an investment advisor that offers financial planning and portfolio management services to individuals and high net worth individuals. Prior to joining Capital Synergy Partners, Ryan was registered with several other firms, including Symetra Investment Services, Inc., Securities America, Inc., OneAmerica Securities, Inc., American United Life Insurance Company and Country Capital Management Company. Ryan holds the Series 6, 26, and 63 securities licenses, as well as the SIE exam. Ryan is also registered in the states of California, Florida, and Washington.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Csp receives third party referral, selection & monitoring fees
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2
CA
10/18/2013 - Present
Capital Synergy Partners (IRVINE CA)
WA
08/16/2007 - 09/30/2013
SYMETRA INVESTMENT SERVICES, INC. (SPOKANE WA)
WA
07/29/2002 - 09/10/2007
SECURITIES AMERICA, INC. (SPOKANE WA)
IN
02/10/2000 - 07/25/2002
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
02/10/2000 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IL
03/17/1999 - 10/18/1999
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
BC
Issued 02/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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