Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Courtney is a financial professional with over seven years of experience in the industry. Ryan has a strong background in Investment Company Products/Variable Contracts and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Ryan is currently registered with Key Investment Services LLC in Portland, Oregon. Prior to that, Ryan was based in Vancouver, Washington and Bloomington, Illinois.
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.
Helps you choose top advisors aligned with your financial goals.
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
05/03/2023 - Present
KEY Investment Services LLC (Portland OR)
WA
01/24/2017 - 04/01/2021
KEY INVESTMENT SERVICES LLC (Vancouver WA)
IL
08/11/2015 - 01/09/2017
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 07/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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