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 Franks is an investment advisor representative with Cetera Investment Advisers LLC. Ryan is active in the financial services industry since January 1, 2003. Ryan has a diverse background in financial services, including previous positions at VOYA FINANCIAL ADVISORS, INC. and EQUITY SERVICES, INC. Ryan has also held positions in the insurance industry since 2007 and operates DSF Wealth Management Group LLC and RYAN FRANKS WEALTH GROUP LLC. Ryan is registered in 42 states and holds a Series 7, Series 66, and SIE license. Ryan also holds the Certified Financial Planner and Chartered Financial Consultant designations.
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
MD
06/29/2023 - Present
Cetera Investment Advisers LLC (CASCADE MD)
PA
06/07/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BRIDGEVILLE PA)
VT
01/02/2003 - 06/07/2004
EQUITY SERVICES, INC. (MONTPELIER VT)
BOTH
Issued 01/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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