Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Michael Thomason is a registered investment advisor representative at Optivest, Inc. Ryan has been in the financial services industry since November 20, 2014. Ryan is licensed to provide investment advisory services in California. Ryan also holds Series 7 and Series 66 licenses. Ryan has previously been registered with CNR Securities, LLC and has experience providing investment advice to individuals, high-net-worth individuals, and charitable organizations. Ryan's specializations include financial planning, portfolio management, and selection of other advisors. Ryan provides advisory services through Optivest, Inc., which is a registered investment advisor with a strong focus on providing comprehensive financial planning and investment management services to individuals and families.
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.
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.
Family office services and consultative and concierge 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.
1
2
CA
11/20/2020 - Present
Optivest, Inc. (DANA POINT CA)
NY
10/02/2014 - 07/08/2020
CNR SECURITIES, LLC (NEW YORK NY)
BOTH
Issued 01/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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