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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 McDonald is a financial advisor with over 16 years of experience in the industry. Ryan is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management in Georgia and Texas. Ryan has a broad range of experience, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rhode Island and Georgia. Ryan is a licensed Series 7, 9, 10, 24, 63, 65 and 99TO, and SIE representative. Ryan specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
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2
GA
03/08/2024 - Present
Rockefeller Financial LLC (ATLANTA GA)
GA
03/14/2011 - 03/09/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
RI
10/23/2009 - 10/27/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
RI
04/23/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
IA
Issued 12/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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