Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Luzod is a financial advisor at Raymond James & Associates, Inc. in Wesley Chapel, Florida. Ryan has over 20 years of experience in the financial services industry, specializing in providing financial planning, portfolio management, and retirement planning services to individual clients and businesses. Ryan is a Certified Financial Planner and a Chartered Financial Consultant.
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.
Please see note in schedule d - miscellaneous
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
FL
09/09/2013 - Present
Raymond James & Associates, Inc. (Wesley Chapel FL)
FL
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (TAMPA FL)
FL
03/17/2005 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (TAMPA FL)
MD
12/21/2000 - 03/14/2005
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 01/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Ryan Luzod is the right advisor for you? Invested Better is here to help.
