Unclaimed
Ryan Drugan is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., a firm that manages over $1 trillion in assets. Ryan is a seasoned financial professional with over 10 years of experience in the industry. Ryan has a diverse set of certifications that include Series 6, 7, 9, 10 and 63 licenses. Ryan specializes in providing investment advice and portfolio management for individuals, businesses, and institutions. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Ryan worked for PRUCO SECURITIES, LLC. Ryan is dedicated to helping clients achieve their financial goals through a personalized approach.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/12/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
RI
05/11/2013 - 05/22/2014
PRUCO SECURITIES, LLC. (WARWICK RI)
BC
Issued 04/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/28/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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