Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Gillin is a financial advisor with over 16 years of experience in the financial services industry. Ryan currently works at Morgan Stanley where he has been employed since June 2015. Prior to that, Ryan worked at Barclays Capital Inc. and Lehman Brothers Inc. Ryan holds licenses in Series 3, 7 and 66. Ryan is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered with the Securities and Exchange Commission (SEC). Ryan provides financial planning, pension consulting, and investment management services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
06/26/2015 - Present
Wealthpenn.comllc (New York NY)
NY
09/22/2008 - 07/07/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
11/16/2004 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/30/2003 - 07/11/2003
LABRANCHE & CO. LLC (NEW YORK NY)
BOTH
Issued 2/3/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2010
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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