Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Middleton is a financial advisor with Silver OAK Securities, Inc. Ryan has been working in the financial services industry since 2000. He is registered as a broker-dealer and investment advisor in several states, including Pennsylvania and Texas. Ryan has a wide range of experience in the financial services industry and is committed to providing his clients with personalized financial advice. He has held previous positions at American Portfolios Financial Services, Inc., AXA Advisors, LLC, Bainbridge Securities Inc., Wachovia Securities, LLC, and PRUCO Securities Corporation. Ryan has also passed the Series 6, 7, and 63 exams, as well as the Uniform Investment Adviser Law Examination. Ryan's main office is in Columbia, PA.
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.
1
2
PA
03/31/2023 - Present
Silver OAK Securities, Inc. (Columbia PA)
PA
10/04/2011 - 04/03/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (LANCASTER PA)
PA
09/09/2005 - 09/22/2011
AXA ADVISORS, LLC (LANCASTER PA)
PA
06/15/2004 - 08/22/2005
BAINBRIDGE SECURITIES INC. (YARDLEY PA)
MO
02/17/2003 - 06/08/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/18/2001 - 11/11/2002
AXA ADVISORS, LLC (NEW YORK NY)
NJ
09/29/1999 - 06/01/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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