Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Lenahan is a financial advisor with Wells Fargo Clearing Services, LLC. Ryan has over 14 years of experience in the financial services industry. Ryan specializes in portfolio management for individuals and businesses, as well as financial planning and investment consulting services. Ryan is registered with the state of Utah and has passed both the Series 65 and Series 63 exams. Ryan has also passed the Series 7, 10, 9 and SIE exams. Ryan is a trusted advisor who can help clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
09/05/2024 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
IA
Issued 05/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Ryan Lenahan is the right advisor for you? Invested Better is here to help.
