Unclaimed
Ryan Newman is a financial professional with over 10 years of experience in the financial services industry. Ryan has held positions at both Citigroup Global Markets Inc. and Goldman Sachs & Co. LLC. Ryan is currently registered with FINRA and holds licenses Series 63, Series 24, SIE, and Series 79. Ryan is licensed in 53 states and is actively registered with Goldman Sachs & Co. LLC. Ryan has demonstrated a commitment to staying current with industry regulations and best practices.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
NY
03/10/2016 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
10/01/2012 - 05/01/2015
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 09/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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