Unclaimed
Ryan Papp is a financial advisor with over 4 years of experience in the industry. Ryan is currently registered with Lincoln Investment and Capital Analysts. Ryan is also a registered investment advisor in Colorado and Pennsylvania. Ryan holds a Series 7, Series 6, Series 63, and Series 65 license. Ryan is committed to providing his clients with personalized financial advice and guidance. Ryan specializes in financial planning, portfolio management, and retirement 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/14/2022 - Present
Lincoln Investment (Fort Washington PA)
CO
05/28/2021 - 02/08/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Westminster CO)
PA
07/10/2018 - 05/25/2021
LINCOLN INVESTMENT (Wexford PA)
KY
02/13/2018 - 06/26/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Paducah KY)
IA
Issued 06/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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