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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 Bonaventura is an Investment Advisor Representative with Souders Financial Advisors, LLC, located in Cincinnati, Ohio. Ryan has been in the industry since 2006 and has experience working with individuals, families, and businesses. Ryan's expertise includes financial planning, retirement planning, and investment management. Ryan holds the Series 7, Series 63, and SIE licenses. Souders Financial Advisors, LLC is a Registered Investment Advisor and offers a variety of services, including financial planning, investment management, and retirement planning. The firm has a team of experienced professionals who are dedicated to providing personalized advice and guidance to their clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/02/2023 - Present
Souders Financial Advisors, LLC (CINCINNATI OH)
OH
07/31/2012 - 06/06/2018
LPL FINANCIAL LLC (CINCINNATI OH)
OH
03/23/2009 - 07/31/2012
NATIONAL PLANNING CORPORATION (CINCINNATI OH)
OH
01/01/2006 - 03/25/2009
EDWARD JONES (WEST CHESTER OH)
BC
Issued 01/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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