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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Makoto Yee is a financial advisor with Centaurus Financial, Inc. located in SAN JOSE, CA. Ryan has been in the financial industry since January 18, 2018. Ryan is licensed in seven states: Arizona, California, Colorado, Nevada, Oregon, Texas, and Washington. Ryan is also a registered investment advisor representative in these seven states. Ryan has earned several professional designations and has completed the following exams: Series 6, Series 63, Series 65, Series 26, and SIE. Ryan provides a variety of financial services to clients, including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, market timing services, and publication of periodicals. Ryan is dedicated to helping clients achieve their financial goals.
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.
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CA
10/10/2019 - Present
Centaurus Financial, Inc. (SAN JOSE CA)
IA
Issued 11/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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