Unclaimed
Ryan Oconnor is an investment advisor representative at Alliant Retirement Consulting, located in Alpharetta, GA. Ryan has been in the financial industry for over 10 years, and has a background in consulting and education. Ryan is a Series 63 and 65 licensed representative, and has passed the SIE and Series 6TO exams. Ryan specializes in providing retirement planning services, including 401(k) consulting, and asset management for pension plans. Ryan is also a registered representative in New York.
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.
Guidance on pension options to ensure a secure financial future.
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.
Asset-based fees on pension plans under advisement
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2
GA
09/04/2023 - Present
Alliant Retirement Consulting (ALPHARETTA GA)
IA
Issued 09/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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