Unclaimed
Ryan John Shanley is a financial advisor with Great Valley Advisor Group, Inc. Ryan is licensed in Pennsylvania and Delaware. Ryan has over 14 years of experience in the financial services industry. He has also held previous positions with HORNOR, TOWNSEND & KENT, LLC and NEW ENGLAND SECURITIES. Ryan is a Series 7 and Series 66 licensed advisor.
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.
Consulting 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.
A percentage of the total value of assets under management is charged.
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2
DE
06/13/2024 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
PA
01/05/2015 - 05/15/2020
HORNOR, TOWNSEND & KENT, LLC (CONSHOHOCKEN PA)
PA
11/05/2009 - 12/24/2014
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
BOTH
Issued 12/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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