Unclaimed
Ryan Leiby is a financial advisor who has been in the industry for over 20 years. Ryan holds Series 7 and Series 63 securities licenses and Series 65 investment advisor license. Ryan is currently registered with J.P. Morgan Securities LLC and has been with the firm since 2012. Previously, Ryan was registered with Chase Investment Services Corp. and WAMU Investments, Inc. Ryan's experience includes providing financial advice to individuals and businesses. Ryan specializes in the areas of investment management, retirement planning, and estate planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
09/20/2013 - Present
J.p. Morgan Securities LLC (SAN JOSE CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN JOSE CA)
CA
11/13/2002 - 05/02/2009
WAMU INVESTMENTS, INC. (CAMPBELL CA)
NY
09/12/2000 - 11/12/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 02/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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