Unclaimed
Ryan Michael Smith is a financial advisor with over 10 years of experience in the financial services industry. Ryan is currently registered with GFG Solutions, a firm that offers financial planning and portfolio management services. In the past Ryan has worked for several other firms including Wells Fargo Advisors, Cetera Investment Services LLC, and SunTrust Investment Services, Inc.. Ryan has a strong understanding of the financial markets and is committed to providing personalized investment advice to help clients achieve their financial goals. Ryan holds FINRA Series 6, 7, 63, and 66 licenses as well as the SIE exam. Ryan is a specialist in providing investment advisory services to Individuals and Corporations.
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.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/05/2024 - Present
GFG Solutions (ORLANDO FL)
FL
09/14/2023 - 12/31/2023
MML INVESTORS SERVICES, LLC (Orlando FL)
FL
05/27/2020 - 08/14/2023
WELLS FARGO CLEARING SERVICES, LLC (DAYTONA BEACH FL)
MN
11/13/2019 - 05/19/2020
CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)
SC
07/18/2017 - 01/16/2019
SUNTRUST INVESTMENT SERVICES, INC. (BLUFFTON SC)
GA
01/29/2015 - 07/13/2015
SUNTRUST INVESTMENT SERVICES, INC. (SUWANEE GA)
GA
10/06/2012 - 04/08/2013
FIFTH THIRD SECURITIES, INC. (ROSWELL GA)
GA
11/29/2011 - 07/11/2012
WELLS FARGO ADVISORS, LLC (CALHOUN GA)
BOTH
Issued 08/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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