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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Barnes is a financial advisor with Regency Investment Advisors Inc. based in Fresno, California. Ryan has been in the financial industry for over 5 years. Ryan specializes in financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. Ryan holds the Series 66, SIE, and Series 7 licenses. Ryan has experience working with a range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Prior to joining Regency Investment Advisors Inc., Ryan worked with Citigroup Global Markets Inc. and Principal Securities, Inc.
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.
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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CA
08/14/2023 - Present
Regency Investment Advisors Inc. (FRESNO CA)
CA
10/09/2019 - 07/24/2023
CITIGROUP GLOBAL MARKETS INC. (FRESNO CA)
CA
10/05/2018 - 09/05/2019
PRINCIPAL SECURITIES, INC. (Fresno CA)
BOTH
Issued 11/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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