Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Masse is a financial advisor at Avantax Advisory Services, a registered investment advisor. Ryan is based in Coventry, Connecticut. Ryan has been in the financial services industry since November 2019. Ryan specializes in a wide range of financial services, including investment management, family risk management, cash flow and debt management, retirement planning, education planning, business planning, legacy planning, and special planning. Ryan is also a worship director at Crossroads Community Cathedral. Ryan is a registered representative of Avantax Advisory Services and holds the Series 7, 66 and SIE securities 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CT
07/07/2022 - Present
Avantax Advisory Services (Coventry CT)
CT
11/22/2019 - 06/29/2022
EDWARD JONES (MANCHESTER CT)
BOTH
Issued 12/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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