Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Cassidy is a financial advisor with over 18 years of experience in the financial services industry. Ryan currently works at LPL Financial LLC, providing financial advisory services to individuals, families, and businesses. Ryan is a registered representative and investment advisor representative in California and Texas. Ryan has a wide range of experience in the financial services industry, including working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Ryan holds the Series 66, Series 24, Series 31, and Series 7 licenses.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
04/03/2023 - Present
LPL Financial LLC (SAN RAFAEL CA)
CA
10/23/2009 - 06/13/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA ROSA CA)
CA
08/08/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN RAFAEL CA)
CA
04/02/2007 - 08/13/2008
MORGAN STANLEY & CO. INCORPORATED (SAN RAFAEL CA)
CA
10/25/2005 - 04/02/2007
MORGAN STANLEY DW INC. (SAN RAFAEL CA)
BOTH
Issued 02/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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