Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Lanford Collette is a financial advisor and is registered with SPC. Ryan is a licensed professional with over 10 years of experience in the financial industry. Ryan is a registered representative and investment advisor. Ryan provides financial planning, portfolio management for individuals and businesses, pension consulting, education seminars, and selection of other advisors. Ryan's practice is focused on high-net-worth individuals and businesses, charitable organizations, pension and profit-sharing plans, and corporations. Ryan is also an independent insurance agent and offers fixed insurance products including term life, universal life, fixed annuities and health insurance. Ryan holds the Series 66 and Series 7 licenses, and the SIE exam.
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.
Consultation services
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.
Seminar attendance fees
1
2
UT
02/08/2018 - Present
SPC (Murray UT)
BOTH
Issued 05/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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