Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan McClure Newton is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL. Ryan has been in the financial industry since 2003 and has experience working with individuals, families, and businesses. Ryan is a Certified Financial Planner and holds Series 7 and Series 66 licenses. Ryan provides financial planning services, educational seminars, portfolio management, and selection of other advisors. Ryan is also a professor at the University of North Florida and an instructor at Zahn Associates.
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.
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.
Hourly & fixed rate consulting
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
FL
10/01/2020 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
11/30/2011 - 10/19/2020
PROEQUITIES, INC. (FERNANDINA BEACH FL)
AR
08/10/2010 - 12/31/2011
HIGH STREET SECURITIES, INC. (HOT SPRINGS AR)
FL
01/09/2008 - 05/05/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (JACKSONVILLE FL)
FL
01/12/2004 - 12/31/2007
CAPITAL ANALYSTS, INCORPORATED (JACKSONVILLE FL)
CT
08/19/2003 - 12/31/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 02/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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