Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Matthew Bassett is a financial advisor with over 22 years of experience in the industry. Ryan is a registered representative and investment advisor representative with Osaic Wealth, Inc., and is licensed in 27 states, including Florida, Michigan, Arizona, California and Texas. Prior to joining Osaic Wealth, Inc., Ryan was a registered representative and investment advisor representative with Signator Investors, Inc. Ryan holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Ryan also holds the Chartered Financial Consultant designation. Ryan specializes in financial planning, portfolio management, and retirement planning for individuals and families.
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.
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
MI
11/02/2018 - Present
Osaic Wealth, Inc. (GRAND RAPIDS MI)
MI
02/21/2001 - 11/02/2018
SIGNATOR INVESTORS, INC. (GRAND RAPIDS MI)
IA
Issued 05/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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