Unclaimed
Ryan Elder is an investment advisor representative who is licensed to conduct business in 40 states and the District of Columbia. Ryan is affiliated with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is an investment advisor that is registered with the Securities and Exchange Commission. Ryan has been in the industry since February 28, 2012. Ryan's specializations include Financial planning, retirement planning, and estate planning.
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
TX
06/19/2019 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
02/29/2012 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (HOUSTON TX)
BOTH
Issued 08/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/24/2017
Series 24 - General Securities Principal Examination
BC
Issued 08/21/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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