Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Dohallow is a financial advisor with over 20 years of experience in the industry. Ryan is currently registered with Synovus Securities, Inc. in Alpharetta, GA. Ryan has previously worked with a number of firms including OSAIC WEALTH, INC., SECURITIES AMERICA, INC., TRIAD ADVISORS LLC, and Woodbury Financial Services, Inc.. Ryan holds a variety of licenses and certifications, including the Series 66, Series 53, Series 4, Series 24, Series 52TO, Series 62, SIE, and Series 7. Ryan is also a Certified Financial Planner. Ryan specializes in providing financial planning services, portfolio management for individuals and businesses, and other related services.
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.
Tax related services, administrative services
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.
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2
GA
06/17/2024 - Present
Synovus Securities, Inc. (ALPHARETTA GA)
AZ
04/08/2021 - 06/07/2024
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
NE
04/08/2021 - 06/07/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
04/08/2021 - 06/07/2024
TRIAD ADVISORS LLC (ATLANTA GA)
MN
04/08/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
12/17/2007 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/08/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
11/15/2002 - 07/18/2006
AXA ADVISORS, LLC (ATLANTA GA)
BOTH
Issued 01/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/16/2015
Series 4 - Registered Options Principal Examination
BC
Issued 06/07/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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