Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Marshall Dantinne is a financial advisor with Stonex Advisors Inc., an investment firm with offices in Birmingham, Alabama and Cornelius, North Carolina. Ryan has over 20 years of experience in the financial services industry. Ryan has Series 7, 9, 10, and 66 licenses. He is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Ryan specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Ryan has worked at several other firms in the past, including Synergy Investment Group, LLC, Fifth Third Securities, Inc., UVEST Financial Services Group, Inc., Raymond James Financial Services, Inc. and LM Financial Partners, Inc.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
AL
06/30/2016 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
NC
03/11/2010 - 03/06/2012
SYNERGY INVESTMENT GROUP, LLC (CORNELIUS NC)
NC
06/13/2008 - 03/10/2010
FIFTH THIRD SECURITIES, INC. (HUNTERSVILLE NC)
NC
07/08/2004 - 06/16/2008
UVEST FINANCIAL SERVICES GROUP, INC. (CORNELIUS NC)
FL
02/18/2003 - 05/12/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
LA
02/07/2002 - 02/20/2003
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
BOTH
Issued 05/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/12/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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