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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 McGee is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Scranton, PA. Ryan McGee has been working in the financial industry since August 19, 1997. Ryan McGee is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and also holds licenses in several states. Ryan McGee is registered in Pennsylvania as an investment adviser representative and in Texas as a resident investment advisor representative. Ryan McGee specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. In addition to providing investment advice, Ryan McGee also offers financial planning, pension consulting, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
12/19/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SCRANTON PA)
PA
04/04/2006 - 12/17/2008
WACHOVIA SECURITIES, LLC (PITTSTON PA)
PA
09/03/2004 - 05/02/2006
PNC INVESTMENTS (THROOP PA)
NY
08/20/1997 - 09/07/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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