Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Citrano is a financial advisor with Stifel, Nicolaus & Company, Inc., located in Beaumont, TX. Ryan has been in the financial industry since November 2012. Ryan holds the Series 6, 7, 63 and 65 licenses and the SIE exam. Ryan is registered to provide investment advice in Colorado, Louisiana, South Carolina, Texas and Utah. Prior to joining Stifel, Ryan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and NYLIFE Securities LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/31/2023 - Present
Stifel, Nicolaus & Company, Inc. (BEAUMONT TX)
TX
07/29/2016 - 09/01/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEAUMONT TX)
TX
11/05/2012 - 07/20/2016
NYLIFE SECURITIES LLC (HOUSTON TX)
IA
Issued 10/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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