Unclaimed
Ryan Lloyd Henderson is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Nokomis, Florida. Ryan has been in the financial services industry since 2004, and has held numerous positions at different firms including Fidelity Brokerage Services LLC and Ameriprise Financial Services, Inc. Ryan is licensed to provide financial advice in the state of Florida. Ryan holds a Series 7, Series 63, and Series 66 license and has earned the Certified Financial Planner and Chartered Financial Consultant designations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/22/2024 - Present
Raymond James Financial Services Advisors, Inc. (Nokomis FL)
FL
03/14/2022 - 01/09/2024
FIDELITY BROKERAGE SERVICES LLC (SARASOTA FL)
FL
03/09/2011 - 01/26/2017
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
CA
03/16/2010 - 02/18/2011
CHASE INVESTMENT SERVICES CORP. (SAUGUS CA)
IA
02/29/2008 - 02/01/2010
DIRECTED SERVICES LLC (DES MOINES IA)
IA
06/23/2004 - 03/14/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CLIVE IA)
MN
06/23/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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