Unclaimed
Ryan Smith is a financial advisor with PFS Investments Inc. Ryan is based in LOVELAND, CO and has been working in the financial industry since 2012. Ryan Smith is registered with the state of Colorado and is Series 66, Series 7 and SIE licensed. Ryan has experience with individuals, high-net-worth individuals, corporations, and charitable organizations. In addition to working for PFS Investments Inc., Ryan Smith is also a Real Estate Agent with Re/Max Alliance Realty and is Managing Member of Chryst Properties, LLC.
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.
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
CO
10/25/2019 - Present
PFS Investments Inc. (LOVELAND CO)
CO
04/25/2018 - 07/09/2019
PRUCO SECURITIES, LLC. (Johnstown CO)
CO
01/19/2017 - 03/02/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (EATON CO)
CO
03/29/2012 - 01/05/2017
THRIVENT INVESTMENT MANAGEMENT INC. (Windsor CO)
MO
09/10/2010 - 11/04/2010
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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