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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 Sullivan is an Investment Advisor Representative at Edelman Financial Engines in WESTLAKE, OH. Ryan Sullivan is a licensed advisor registered to provide investment advice in Ohio. Ryan Sullivan has been in the financial services industry since 2002. Prior to joining Edelman Financial Engines, Ryan Sullivan was employed by VALIC Financial Advisors, INC., TD AMERITRADE, INC., CCO INVESTMENT SERVICES CORP., AMERIPRISE FINANCIAL SERVICES, INC., AMERIPRISE ADVISOR SERVICES, INC., EDWARD JONES, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
OH
11/30/2016 - Present
Edelman Financial Engines (WESTLAKE OH)
OH
09/01/2015 - 09/08/2016
VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
OH
03/17/2011 - 07/13/2015
TD AMERITRADE, INC. (BEACHWOOD OH)
OH
06/01/2010 - 03/23/2011
CCO INVESTMENT SERVICES CORP. (LOUISVILLE OH)
OH
10/05/2009 - 05/24/2010
AMERIPRISE FINANCIAL SERVICES, INC. (WESTLAKE OH)
OH
08/24/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (WESTLAKE OH)
FL
08/16/2005 - 03/15/2006
EDWARD JONES (JACKSONVILLE FL)
NY
09/13/2002 - 08/05/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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