Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan McLain is an investment advisor representative with M Holdings Securities, Inc. based in Portland, OR. Ryan has been in the industry since 2003 and has worked with clients in various locations across the United States. Ryan is a licensed investment advisor representative in Florida and also holds a Series 7, Series 24 and Series 66 license. In addition to working with clients, Ryan is also involved in several other business ventures. Ryan is a Director of Operations at both Meridian Financial Group, LLC and Meridian Business Consultants, LLC.
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.
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
OR
04/07/2023 - Present
M Holdings Securities, Inc. (PORTLAND OR)
FL
11/22/2019 - 04/06/2023
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
FL
10/22/2003 - 12/04/2019
AXA ADVISORS, LLC (FORT MYERS FL)
BOTH
Issued 11/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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