Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Valentine is a financial advisor at Charles Schwab & CO., Inc. Ryan has been in the financial services industry since 1998 and is registered with the Securities and Exchange Commission (SEC) as well as the state of Indiana and Texas. Ryan specializes in financial planning and provides advisory services to individuals, families, and businesses. Ryan also assists with various duties including taking care of animals, cleaning, maintenance, and general customer service for a family owned dog boarding and daycare business called Puppy Pitstop.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
01/11/2022 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IN
05/24/2004 - 10/18/2012
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
TX
02/04/1998 - 10/03/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 09/09/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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