Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Katona is a financial advisor with over 11 years of experience in the industry. Ryan is registered with Russell Investments in Indianapolis, Indiana. Ryan is also registered with Russell Investments as an investment advisor representative in Washington and Wisconsin. Prior to joining Russell Investments, Ryan worked at WELLS FARGO FUNDS DISTRIBUTOR, LLC in MENOMONEE FALLS, Wisconsin. Ryan holds Series 63, 66 and 7 licenses. Ryan has also passed the SIE exam. Ryan specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Ryan also provides pension consulting 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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
IN
08/06/2013 - Present
Russell Investments (Indianapolis IN)
WI
05/01/2012 - 07/10/2013
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
BOTH
Issued 08/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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