Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Omer Smith is an investment advisor representative at Diversify Advisory Services, LLC. Ryan has been in the financial services industry since 2003. Ryan holds the Series 6, 7, 24, 63, 66, 99TO and SIE licenses. Ryan has previously worked at CEDAR CREST ADVISORS, LLC, OMNI BROKERAGE, INC., AXA ADVISORS, LLC, MONY SECURITIES CORPORATION, and WMA SECURITIES, INC. Ryan's firm offers a range of financial planning and investment advisory services to individuals, businesses, and corporations. Ryan specializes in financial planning, selection of other advisers, portfolio management for businesses and individuals, and retirement 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.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
09/15/2023 - Present
Diversify Advisory Services, LLC (SANDY UT)
UT
01/26/2016 - 04/17/2018
CEDAR CREST ADVISORS, LLC (Sandy UT)
UT
09/11/2004 - 04/28/2011
OMNI BROKERAGE, INC. (SOUTH JORDAN UT)
NY
08/06/2004 - 09/22/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/02/2004 - 08/12/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
GA
03/27/2001 - 11/21/2001
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 06/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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