Unclaimed
Ryan Butts is a financial advisor at Osaic Wealth, Inc. Ryan has been in the financial industry since 2001. Ryan specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Ryan has a wide range of experience, having worked with several firms before joining Osaic Wealth, Inc. Ryan is a Certified Financial Planner and holds Series 7, 24, 66, 99TO and SIE licenses. Ryan is also registered in multiple states.
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.
1
2
OK
05/12/2016 - Present
Osaic Wealth, Inc. (NICHOLS HILLS OK)
OK
03/03/2010 - 11/17/2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (NICHOLS HILLS OK)
OK
01/03/2007 - 03/26/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (EDMUND OK)
OK
03/02/2005 - 12/31/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (EDMOND OK)
MA
10/16/2003 - 03/01/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
TX
08/04/2003 - 08/15/2003
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
NJ
08/15/2001 - 07/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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