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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 Coleman is an investment advisor representative with Naviquant, LLC. Ryan has been working in the financial services industry since 2005. Ryan holds the Series 6, 7, and 63 licenses as well as the SIE and Series 65 exam. Ryan has previously worked for NYLIFE DISTRIBUTORS LLC, OPPENHEIMERFUNDS DISTRIBUTOR, INC., CHASE INVESTMENT SERVICES CORP., and JPMORGAN DISTRIBUTION SERVICES, INC. Naviquant provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles.
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.
A percentage of the total value of assets under management is charged.
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2
OR
05/19/2023 - Present
Naviquant (PORTLAND OR)
NJ
01/10/2019 - 10/24/2022
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
NY
10/14/2010 - 01/08/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
01/29/2010 - 10/06/2010
CHASE INVESTMENT SERVICES CORP. (JACKSON NJ)
OH
08/18/2005 - 01/05/2010
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IA
Issued 05/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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