Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Vollkommer is a financial advisor with Stifel, Nicolaus & Company, Inc. Ryan has been in the industry since 2018 and has a broad range of experience. Ryan has experience in financial planning, portfolio management for both individuals and businesses, and working with pooled investment vehicles. Ryan holds a Series 6, Series 7, Series 63, and Series 65 license. Ryan previously worked with MWA Financial Services Inc.
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.
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.
1
2
CA
05/19/2023 - Present
Stifel, Nicolaus & Company, Inc. (REDLANDS CA)
CA
09/20/2018 - 08/02/2022
MWA FINANCIAL SERVICES INC. (Highland CA)
IA
Issued 09/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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