Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Freitag is a financial advisor at Edward Jones. Ryan is a seasoned professional with over 20 years of experience in the financial services industry. Ryan has served clients in various capacities, including positions at UVEST Financial Services Group, Inc., Vision Investment Services, Inc., Thrivent Investment Management Inc., and Strong Investments, Inc. Ryan has successfully completed several professional exams, including the Series 7, Series 6, Series 63, and Series 66. Ryan holds a current registration with the state of Wisconsin as a Registered Representative and Investment Advisor. Ryan’s areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
See schedule d - miscellaneous
1
2
WI
04/30/2010 - Present
Edward Jones (GREEN BAY WI)
WI
07/25/2007 - 04/30/2010
UVEST FINANCIAL SERVICES GROUP, INC. (GREENBAY WI)
WI
03/28/2005 - 07/24/2007
VISION INVESTMENT SERVICES, INC. (GREEN BAY WI)
MN
08/08/2003 - 03/24/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
WI
11/22/1999 - 07/12/2002
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 07/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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