Unclaimed
Ryan Gillin is a registered representative with Morgan Stanley, with over 17 years of experience in the financial services industry. Prior to joining Morgan Stanley, Ryan worked at BARCLAYS CAPITAL INC. and LEHMAN BROTHERS INC.. Ryan is licensed to conduct business in 53 states, and is also registered with the FINRA, with a series 3, 7, and 66 license.
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
Morgan Stanley (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 02/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
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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