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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 Oliver is a financial advisor at SPC, a firm that provides a range of investment advisory services, including financial planning, portfolio management, and pension consulting. Ryan has over 14 years of experience in the financial services industry, having previously worked for Woodbury Financial Services, Inc., Questar Capital Corporation, and Nationwide Securities, LLC. Ryan is licensed to sell securities in several states including Kentucky, Virginia, Indiana, and Florida. He is also a registered investment advisor in Kentucky. Ryan holds the Series 6, Series 63, and Series 65 licenses. Ryan has been a financial advisor since 2005.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
07/30/2019 - Present
SPC (ANN ARBOR MI)
KY
03/01/2019 - 07/15/2019
WOODBURY FINANCIAL SERVICES, INC. (CRESTWOOD KY)
KY
05/03/2011 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CRESTWOOD KY)
KY
04/18/2008 - 05/03/2011
NATIONWIDE SECURITIES, LLC (LOUISVILLE KY)
KY
01/01/2005 - 01/11/2008
WADDELL & REED, INC. (LOUISVILLE KY)
IA
Issued 03/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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