Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Zellers is a financial advisor with over 19 years of experience in the industry. Ryan has been registered with Osaic FS, Inc. and Osaic FA, Inc. since 2014 and 2013 respectively. Prior to that, Ryan was with Lincoln Financial Distributors, Inc. and Lincoln Financial Advisors Corporation. Ryan holds the Series 6, 7, 24, 52, 53, and 63 licenses as well as the SIE designation. Ryan specializes in providing financial planning, retirement planning, and investment management 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.
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.
Retirement plan consulting services provided on limited basis.
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
IN
02/12/2014 - Present
Osaic FS, Inc. (FORT WAYNE IN)
IN
05/01/2007 - 08/06/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
07/26/2004 - 05/22/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/26/2004 - 05/01/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
04/20/2001 - 09/24/2001
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 04/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2014
Series 4 - Registered Options Principal Examination
BC
Issued 01/14/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/14/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2013
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/24/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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