Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Allen is a financial advisor with over 15 years of experience in the industry. Ryan is registered with Merrill Lynch, Pierce, Fenner & Smith Inc., in Beverly Hills, California. Ryan has a strong background in financial planning and investment management. Ryan has held previous roles with BOFA Securities, Inc., Dinan Capital Advisors, Credit Suisse Securities (USA) LLC, and Morgan Stanley. Ryan has a wide range of experience in the financial industry and is committed to providing his clients with personalized advice and service.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
12/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEVERLY HILLS CA)
CA
10/25/2019 - 11/17/2023
BOFA SECURITIES, INC. (LOS ANGELES CA)
AZ
03/29/2018 - 07/12/2019
DINAN CAPITAL ADVISORS (PHOENIX AZ)
CA
08/10/2015 - 12/23/2017
CREDIT SUISSE SECURITIES (USA) LLC (LOS ANGELES CA)
CA
06/01/2009 - 07/11/2013
MORGAN STANLEY (LOS ANGELES CA)
NY
01/26/2006 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 10/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/15/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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