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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 Safko is a financial advisor with Altman Advisors, a firm located in Chicago, IL. Ryan has been working in the financial industry since 2016 and has a variety of experience in investment advisory and financial planning. Ryan holds the Series 7, Series 66, and SIE licenses and is also a Certified Financial Planner. Ryan is a licensed investment advisor representative in Texas and South Carolina. Ryan has previously worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ryan has experience providing financial advice to high-net-worth individuals and individuals other than high-net-worth, including those who are interested in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
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IL
11/08/2022 - Present
Altman Advisors (CHICAGO IL)
NC
01/11/2018 - 11/09/2021
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NJ
12/06/2016 - 01/17/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 01/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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