Unclaimed
Ryan Joseph Bordelon is an investment advisor representative with Alliancebernstein LP. Ryan has been in the industry since August 5, 2015. Ryan is registered in 30 states, including California, Florida, and New York. Ryan also holds several securities licenses, including Series 66, Series 10, Series 9, SIE and Series 7. Ryan has a diverse background and previously worked at COMMONWEALTH FINANCIAL NETWORK and the UNIVERSITY OF CONNECTICUT. Ryan is a member of the advisory board for Copia Wealth Studios 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.
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.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
10/10/2023 - Present
Alliancebernstein LP (San Diego CA)
MA
07/21/2015 - 09/16/2016
COMMONWEALTH FINANCIAL NETWORK (Westborough MA)
BOTH
Issued 08/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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