Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Michael Ficks is an investment advisor representative and financial advisor with SVB Wealth, based in Menlo Park, California. Ryan has been in the financial services industry since 2006 and is registered to provide investment advice in Arizona, California, Texas, and Washington. Ryan holds Series 7, 63, 65, and 66 securities licenses. Ryan has experience providing investment advisory services to a wide range of clients, including individuals, families, businesses, trusts, and charitable organizations. Ryan is committed to providing personalized financial advice and services to help clients 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.
Planned giving, family office, wealth planning
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
CA
05/22/2024 - Present
SVB Wealth (Menlo Park CA)
CA
07/02/2020 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Menlo Park CA)
AZ
12/15/2009 - 08/10/2012
WADDELL & REED, INC. (SCOTTSDALE AZ)
AZ
10/01/2007 - 11/11/2009
AXA ADVISORS, LLC (SCOTTSDALE AZ)
CA
01/19/2006 - 04/09/2007
WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)
BC
Issued 01/22/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ryan Ficks is the right advisor for you? Invested Better is here to help.
