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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Leek is an investment advisor representative with Morgan Stanley. Ryan has been in the financial services industry for over 10 years and has a wide range of experience in providing financial advice to individual and institutional clients. Ryan holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE exam. Ryan is also a registered investment advisor in New Jersey and Texas. Prior to joining Morgan Stanley, Ryan worked at J.P. Morgan Securities LLC. Ryan has a deep understanding of the financial markets and a commitment to providing clients with personalized investment strategies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
09/29/2017 - Present
Morgan Stanley (Northfield NJ)
PA
01/04/2016 - 07/17/2017
J.P. MORGAN SECURITIES LLC (PHILADELPHIA PA)
BOTH
Issued 08/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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