Unclaimed
Ryan Nicholas Paugh is a financial advisor with Stratos Wealth Advisors LLC based in Beachwood, Ohio. Ryan has been in the industry for over 13 years. Ryan is a registered representative in Louisiana, Nevada, Ohio and Texas and has passed the Series 66, Series 31 and Series 7 exams. Ryan was previously registered with J.P. Morgan Securities LLC, Chase Investment Services Corp. and Raymond James & Associates, Inc. Ryan has experience working with individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans.
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.
Percentage of assets under management with third party managers
1
2
OH
05/10/2017 - Present
Stratos Wealth Advisors LLC (BEACHWOOD OH)
OH
10/01/2012 - 08/14/2015
J.P. MORGAN SECURITIES LLC (INDEPENDENCE OH)
OH
09/18/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (INDEPENDENCE OH)
OH
03/24/2005 - 09/03/2009
RAYMOND JAMES & ASSOCIATES, INC. (BEACHWOOD OH)
CA
03/07/2005 - 04/05/2005
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BOTH
Issued 05/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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