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 West is an investment advisor representative at Credit Union Investment Services and has been in the industry since July 23, 2018. Ryan Michael West has a Series 6, Series 63, Series 65 and SIE license. Ryan Michael West is registered with the state of North Carolina. Ryan Michael West is also registered with FINRA. Ryan Michael West has a specialization in financial planning, portfolio management for individuals and educational seminars. Ryan Michael West has experience with other financial services and insurance products.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NC
11/01/2018 - Present
Credit Union Investment Services (Marion NC)
IA
Issued 11/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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