Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Olson is a financial advisor with over 23 years of experience in the industry. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and has a Series 7, Series 63 and Series 66. Ryan is currently registered with Gallagher Fiduciary Advisors, LLC. Previous employers include TRIAD ADVISORS LLC, KESTRA INVESTMENT SERVICES, LLC, TRANSAMERICA INVESTORS SECURITIES CORPORATION, ADP BROKER-DEALER, INC., FIDELITY BROKERAGE SERVICES LLC, and FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. Ryan currently provides financial planning and portfolio management services to individuals, businesses, pension plans, and other institutions. Ryan has a focus on serving high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans.
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.
See schedule d misc. for explanation
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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2
TX
04/18/2022 - Present
Gallagher Fiduciary Advisors, LLC (Dallas TX)
TX
03/28/2022 - 08/23/2024
TRIAD ADVISORS LLC (Dallas TX)
TX
04/22/2020 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Dallas TX)
NY
06/09/2014 - 04/08/2020
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
NJ
01/09/2013 - 05/02/2014
ADP BROKER-DEALER, INC. (ROSELAND NJ)
TX
01/03/2012 - 12/20/2012
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
08/26/2002 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
RI
09/03/1999 - 08/26/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 07/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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