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 Romer-jordan is an investment advisor representative who has been in the financial services industry since 2005. Ryan has a Series 7 and Series 66 license and is registered in 20 states. Ryan currently works for Ameriprise Financial Services, LLC and has also been previously employed by IDS LIFE INSURANCE COMPANY. Ryan's current employment includes a branch office location in Columbus, Ohio. Ryan's area of specialization includes retirement planning, college savings plans, investment planning, and financial planning. Ryan is also actively involved in his local community and is a member of several organizations. Ryan has a strong commitment to helping individuals achieve their financial goals.
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.
Asset allocation services
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
OH
07/29/2016 - Present
Ameriprise Financial Services, LLC (Columbus OH)
MN
05/18/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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