Unclaimed
Ryan Maglio is an investment advisor representative with Invesco Advisers, Inc. Ryan is registered in 53 states and the District of Columbia. Ryan has been in the securities industry since April 6, 2017. Ryan has experience with Wells Fargo Clearing Services, LLC, Cetera Advisor Networks LLC, Zermatt Securities, Inc., and Edward Jones. Ryan has passed the SIE, Series 7, and Series 66 exams. Ryan's previous employers include Wells Fargo Clearing Services, LLC, Zermatt Securities, Inc., Hayden Royal, LLC, United Income, Inc., SAGEVIEW ADVISORY GROUP, SAGEVIEW ADVISORY LLC, Cetera Advisor Networks, and Invesco. Ryan specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
01/16/2024 - Present
Invesco Advisers, Inc. (Atlanta GA)
VA
12/07/2022 - 09/25/2023
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
CA
06/13/2022 - 11/14/2022
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
NC
03/30/2020 - 01/06/2021
ZERMATT SECURITIES, INC. (CHARLOTTE NC)
VA
10/10/2017 - 03/23/2020
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
VA
09/28/2016 - 10/03/2017
EDWARD JONES (Chesterfield VA)
BOTH
Issued 10/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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