Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Herits is an investment advisor with over 11 years of experience in the financial services industry. Ryan holds licenses in multiple states, including New York, Florida, and others, and has earned several industry certifications. Ryan's specialties include financial planning, portfolio management, and insurance. Ryan currently works with Lincoln Investment and Capital Analysts. Ryan has previously worked with several other firms including PlanMember Securities Corporation, Vanderbilt Securities, LLC, MML Investors Services, LLC, and Pruco Securities, LLC.
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.
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.
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2
NY
08/02/2024 - Present
Lincoln Investment (Melville NY)
NY
08/20/2019 - 07/18/2024
PLANMEMBER SECURITIES CORPORATION (FARMINGVILLE NY)
NY
11/01/2016 - 08/20/2019
VANDERBILT SECURITIES, LLC (WOODBURY NY)
NY
06/02/2016 - 11/08/2016
MML INVESTORS SERVICES, LLC (SYOSSET NY)
NY
05/16/2012 - 07/29/2015
PRUCO SECURITIES, LLC. (UNIONDALE NY)
IA
Issued 11/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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