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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 Bartley is a financial advisor with Raymond James & Associates, Inc. Ryan has been a financial advisor for over 20 years and has a wide range of experience in the industry. Ryan has worked with several financial firms over the years, including UBS Financial Services Inc. and McDonald Investments Inc. Ryan is registered with the state of Vermont and Texas. Ryan has also earned several industry certifications, including the Series 7, Series 31, Series 63, and Series 65 exams. Ryan is committed to providing his clients with personalized financial advice and helping them 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.
Please see note in schedule d - miscellaneous
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.
1
2
VT
05/05/2015 - Present
Raymond James & Associates, Inc. (Burlington VT)
VT
02/09/2007 - 05/14/2015
UBS FINANCIAL SERVICES INC. (SOUTH BURLINGTON VT)
VT
02/11/2003 - 02/09/2007
MCDONALD INVESTMENTS INC. (BURLINGTON VT)
NY
03/23/2001 - 01/06/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 03/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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