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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Munson is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Ryan has been in the industry for over 22 years and is licensed in 33 states. Ryan holds the Series 63, 66, 7, 9, and 10 licenses. Ryan is also a registered investment advisor in Oklahoma and Texas. Ryan has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Ryan provides a variety of financial services, including financial planning, portfolio management, and investment consulting. Ryan is passionate about helping clients reach their financial goals. In addition to being an investment advisor representative, Ryan is also a business owner. Ryan owns and operates several businesses in the Edmond, OK area, including Elcai Management, LLC, Pace Jamison, LLC, Tatanka Tres, LLC, and The Advisors.
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 2/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/7/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/1/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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