Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Eversole is an Investment Advisor Representative at Cerity Partners LLC. Ryan is a Certified Financial Planner and has been in the financial services industry since 2010. Ryan holds Series 63, 66, 7, 9 and 10 licenses and has been registered with FINRA since 2010. Ryan previously worked at TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Ryan provides financial planning, portfolio management for individuals and businesses, pension consulting and other advisory 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.
Guidance on pension options to ensure a secure financial future.
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 services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
02/28/2023 - Present
Cerity Partners LLC (NEW YORK NY)
OH
08/02/2016 - 10/06/2020
TD AMERITRADE, INC. (CINCINNATI OH)
KY
09/08/2010 - 07/20/2016
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 03/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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