Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Martin is a financial advisor with Wells Fargo Clearing Services, LLC, registered with the state of Colorado. Ryan has been working in the financial industry since 2012. Ryan has passed the Series 6, 7, 63, 65 and 66 exams and is qualified to provide a wide range of investment advice to individuals and businesses. Ryan also has experience working with BBVA Securities Inc., U.S. BANCORP INVESTMENTS, INC., and NYLIFE SECURITIES LLC. Ryan has a special focus on helping clients with their investment, retirement, and insurance needs. Ryan's areas of expertise include investment, retirement, and insurance.
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.
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.
Investment consulting services to institutional clients
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
CO
11/06/2023 - Present
Wells Fargo Clearing Services, LLC (DENVER CO)
CO
01/27/2020 - 11/10/2023
U.S. BANCORP INVESTMENTS, INC. (AURORA CO)
CO
07/16/2018 - 01/27/2020
BBVA SECURITIES INC. (DENVER CO)
CO
05/22/2013 - 05/16/2018
NYLIFE SECURITIES LLC (BROOMFIELD CO)
CO
08/28/2012 - 05/06/2013
WADDELL & REED, INC. (FT. COLLINS CO)
BOTH
Issued 08/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/25/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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