Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan McKell is a financial advisor who has been in the industry since 2014. Ryan is a registered representative with Cambridge Investment Research Advisors, Inc., and is currently licensed in California and Texas. Ryan works with high net worth individuals, individuals other than high net worth, charitable organizations, and pension and profit-sharing plans. Ryan offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Ryan is also an independent insurance agent and provides tax preparation, accounting and payroll preparation 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.
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.
Solicitation fees from 3rd party money managers
1
2
CA
10/31/2019 - Present
Cambridge Investment Research Advisors, Inc. (Valencia CA)
CA
06/24/2014 - 11/05/2019
FSC SECURITIES CORPORATION (VALENCIA CA)
BOTH
Issued 09/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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