Unclaimed
Ryan McGrath is a financial advisor with J.p. Morgan Securities LLC, a well-established and reputable firm. Ryan has over 20 years of experience in the financial industry. Ryan holds a Series 7, Series 10, Series 63, and Series 65 license and has earned the Securities Industry Essentials Examination (SIE). Ryan is registered in 53 states and the District of Columbia for broker-dealer activities and in two states for investment advisory services.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CT
04/15/2024 - Present
J.p. Morgan Securities LLC (Greenwich CT)
NJ
10/25/2007 - 08/29/2014
ICAP CORPORATES LLC (JERSEY CITY NJ)
NY
10/04/2005 - 10/19/2007
RAFFERTY CAPITAL MARKETS, LLC (GARDEN CITY NY)
NY
06/02/2003 - 10/03/2005
CHAPDELAINE CORPORATE SECURITIES & CO (NEW YORK NY)
NY
05/09/2000 - 06/11/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 04/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/17/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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