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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 Karl Cosgray is an Investment Advisor Representative at Sequoia Financial Group, LLC. Ryan has been in the financial industry since 2014, working for J.P. Morgan Securities LLC and Ameriprise Financial Services, Inc. before joining Sequoia. Ryan is registered with the state of Ohio and holds Series 63, 65, 7, and SIE licenses. Ryan specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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
OH
03/25/2024 - Present
Sequoia Financial Group, LLC (Columbus OH)
OH
10/31/2014 - 03/08/2024
J.P. MORGAN SECURITIES LLC (Columbus OH)
OH
05/16/2014 - 10/23/2014
AMERIPRISE FINANCIAL SERVICES, INC. (URBANA OH)
IA
Issued 04/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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