Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Pace Munson is a financial advisor with Raymond James Financial Services Advisors, Inc. Ryan has been in the financial services industry since 2000. Ryan is licensed to provide investment advice and financial planning services in Oklahoma and Texas. Ryan also holds Series 63, Series 66, Series 7, Series 9, and Series 10 licenses. Ryan has a long history of providing financial advice and planning services. Ryan's experience includes working for Edward Jones and Raymond James Financial Services, Inc. Ryan is also a business owner, and has experience in insurance. Ryan's specializations include: retirement planning, college savings planning, estate planning, insurance, and business 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
07/05/2011 - Present
Raymond James Financial Services Advisors, Inc. (EDMOND OK)
OK
10/12/2004 - 04/01/2008
EDWARD JONES (EDMOND OK)
FL
10/05/2004 - 10/12/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
08/22/2000 - 10/07/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 02/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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