Unclaimed
Ryan Nathaniel Fann is an Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Ryan has been in the industry since June 11, 2019. Ryan holds a Series 63, 66, 7TO, 9, and 10 license and has been registered with the state of Texas since 2019. Ryan has over 1,000 clients and has a high net worth client base, with over $818 billion in assets under management. Ryan is a highly experienced and successful investment advisor.
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.
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
TX
01/13/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 01/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/01/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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