Unclaimed
Ryan Milton Nelson is a financial advisor currently registered with Arvest Wealth Management, located in Jacksonville, Arkansas. Ryan has been in the financial industry since 2016. Ryan holds Series 6, 7TO, 24 and 66 licenses and is registered in Arkansas, Kansas, Missouri and Oklahoma. Ryan is also employed by Arvest Bank's Centralized Marketing Department in Lowell, Arkansas and spends 75% of their time with Arvest Bank and 25% of their time with Arvest Wealth Management. Arvest Wealth Management provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
1
2
AR
09/20/2019 - Present
Arvest Wealth Management (JACKSONVILLE AR)
CO
04/27/2016 - 08/18/2017
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 09/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2021
Series 24 - General Securities Principal Examination
BC
Issued 07/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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