Unclaimed
Ryan Cvrkel is a financial professional with over 16 years of experience in the industry. Ryan is currently registered with Susquehanna Financial Group, Lllp in Pennsylvania. Ryan has held previous roles at firms such as Securitize Markets, LLC, Foreside Fund Services, LLC, Russell Financial Services, Inc., Part of Russell Investments, Sentinel Financial Services Company, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Vanguard Marketing Corporation. Ryan has a strong background in securities and investments, with expertise in various areas such as investment company products, variable contracts, futures, and general securities. Ryan is also licensed to conduct business in Pennsylvania and has a strong understanding of securities laws and regulations.
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.
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.
1
2
PA
08/22/2023 - Present
Susquehanna Financial Group, Lllp (BALA CYNWYD PA)
TX
03/02/2022 - 01/30/2023
SECURITIZE MARKETS, LLC (Austin TX)
NY
07/23/2013 - 04/19/2021
FORESIDE FUND SERVICES, LLC (NEW YORK NY)
NY
06/20/2011 - 08/10/2012
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (NEW YORK NY)
VT
04/04/2006 - 01/26/2011
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
NY
02/21/2006 - 04/04/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
04/06/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
PA
06/30/2004 - 03/15/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 04/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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