Unclaimed
Ryan Godier is a financial advisor with Assetmark, Inc.. Ryan has been in the financial industry since August 4, 2017 and has been registered with Assetmark, Inc. since August 15, 2022. Prior to joining Assetmark, Inc., Ryan was employed by Stifel, Nicolaus & Company, Incorporated and Edward Jones. Ryan holds the Series 66, Series 7 and SIE licenses. Ryan is a registered investment advisor in Missouri. Ryan specializes in providing financial advice to individuals, businesses, and investment companies. Ryan also offers financial planning, 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.
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.
1
2
CA
08/15/2022 - Present
Assetmark, Inc. (CONCORD CA)
MO
03/05/2018 - 08/02/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
04/10/2017 - 11/19/2017
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 06/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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