Unclaimed
Ryan Shenigo is a financial advisor with over 5 years of experience in the industry. Ryan is currently registered with LPL Financial LLC, providing financial advice and services to individuals, businesses, and institutions. Ryan has held previous positions at J.P. MORGAN SECURITIES LLC and WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC. Ryan holds several industry certifications, including Series 7, Series 24, Series 52TO, Series 53 and the Series 66. Ryan specializes in providing financial planning, portfolio management, and pension consulting services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/05/2021 - Present
LPL Financial LLC (WESTERVILLE OH)
OH
12/07/2016 - 07/15/2021
J.P. MORGAN SECURITIES LLC (Columbus OH)
OH
08/18/2015 - 03/15/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CANTON OH)
OH
06/16/2015 - 08/21/2015
AXA ADVISORS, LLC (AKRON OH)
BOTH
Issued 07/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/11/2020
Series 4 - Registered Options Principal Examination
BC
Issued 06/15/2018
Series 24 - General Securities Principal Examination
BC
Issued 06/05/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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