Unclaimed
Ryan DeMarco is a financial advisor who has been in the industry since 2005. He works with Edward Jones, a firm with a strong reputation in the financial services industry. Ryan has experience in helping clients with their financial planning, investment management, and other financial needs. He is licensed to provide investment advice in multiple states, including Ohio and Texas. He is also registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7TO, Series 6, and Series 66 licenses.
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.
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.
See schedule d - miscellaneous
1
2
OH
07/19/2019 - Present
Edward Jones (BLUFFTON OH)
OH
10/01/2012 - 04/03/2013
J.P. MORGAN SECURITIES LLC (LIMA OH)
OH
08/31/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LIMA OH)
BOTH
Issued 05/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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