Unclaimed
Ryan Singer is a financial advisor who works at Edelman Financial Engines. Ryan has been in the financial services industry for over 20 years. He has a strong background in financial planning, portfolio management, and investment management. Ryan is dedicated to helping individuals and families achieve their financial goals. He has experience working with individuals and families, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Ryan has earned the Certified Financial Planner designation.
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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
KS
01/18/2023 - Present
Edelman Financial Engines (OVERLAND PARK KS)
CA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (WALNUT CREEK CA)
VA
12/09/2005 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
AZ
04/29/2004 - 12/08/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
10/02/2003 - 01/26/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 09/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Ryan Singer is the right advisor for you? Invested Better is here to help.