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Ryan Masayuki Uwono

Valic Financial Advisors, Inc.

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About Ryan Masayuki Uwono

Ryan Masayuki Uwono is a financial advisor with Valic Financial Advisors, Inc. Ryan has been in the industry since 2008 and has been registered with FINRA and the State of Hawaii since 2024. Ryan holds the Series 66, 7 and SIE licenses. Ryan is a registered representative of Valic Financial Advisors, Inc. and an investment advisor representative of Valic Advisors, Inc. Valic Financial Advisors, Inc. is a subsidiary of AIG. Ryan specializes in providing financial planning, portfolio management, and selection of other advisors. Ryan has experience working with individuals and corporations.

Firm Information

Ryan Uwono is currently registered with Valic Financial Advisors, Inc.. Valic Financial Advisors, Inc. is a corporation formed in November 1996, headquartered in Houston, Texas. The firm offers financial planning, portfolio management for individuals, and selection of other advisers, among other services. They also have a wrap fee program and manage assets for both high-net-worth individuals and individuals other than high-net-worth. The firm is registered with the SEC and has a total of 52 state registrations. As of the most recent reporting period, the firm reported approximately $25.25 billion in regulatory assets under management.
Valic Financial Advisors, Inc.

2929 ALLEN PKWY; L7-20

HOUSTON, TX 77019

$25.25B

Assets Under Management

12

Total Clients

1,266

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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recommend wrap accounts to clients

Recommend wrap accounts to clients

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan Uwono’s Registration & Firm History

HI

06/21/2024 - Present

Valic Financial Advisors, Inc. (HONOLULU HI)

HI

10/14/2016 - 01/30/2024

AMERIPRISE FINANCIAL SERVICES, LLC (HONOLULU HI)

HI

08/13/2014 - 10/10/2016

TD AMERITRADE, INC. (HONOLULU HI)

HI

01/17/2012 - 08/06/2014

BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)

HI

01/11/2008 - 01/25/2012

AMERIPRISE FINANCIAL SERVICES, INC. (HONOLULU HI)

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Licenses & Designations

BOTH

Issued 01/26/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ryan Masayuki Uwono. Review regulatory record here.
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