Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Jeffery Fisk is a financial professional with over 14 years of experience in the industry. Ryan is currently registered with Goldman Sachs & Co. LLC in New York, NY. Prior to this, Ryan held positions with BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and CREDIT SUISSE SECURITIES (USA) LLC. Ryan holds Series 7, 79, 24, 63, and SIE licenses and is a registered representative of Goldman Sachs & Co. LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
NY
03/23/2022 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
CA
05/10/2019 - 03/10/2022
BOFA SECURITIES, INC. (SAN FRANCISCO CA)
CA
04/06/2016 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
08/14/2012 - 04/13/2016
CREDIT SUISSE SECURITIES (USA) LLC (San Francisco CA)
CA
07/24/2008 - 02/22/2010
LYNX CAPITAL, LLC (MORAGA CA)
BC
Issued 08/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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