Unclaimed
Ryan M. Edwards is a financial professional with over 15 years of experience in the industry. Ryan is a registered representative and investment advisor representative with First Trust Advisors LP, where Ryan provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Ryan has a strong track record of success in helping clients achieve their financial goals. Ryan holds a Series 6, Series 7, and Series 66 license, and is also licensed to provide investment advisory services in several states. Prior to joining First Trust Advisors LP, Ryan was employed by Van Kampen Funds Inc., The Huntington Investment Company, and Northwestern Mutual Investment Services, LLC.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
CO
07/07/2017 - Present
First Trust Advisors LP (CASTLE ROCK CO)
IL
02/27/2006 - 12/03/2007
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
IN
03/03/2005 - 02/28/2006
THE HUNTINGTON INVESTMENT COMPANY (CARMEL IN)
WI
04/19/2004 - 01/19/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 10/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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