Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Barrett is a financial advisor with over 20 years of experience in the industry. Ryan is registered to provide investment advice and securities brokerage services in several states. Ryan works with a wide range of clients, including individuals, businesses, and institutions. Currently, Ryan is registered with Raymond James Financial Services Advisors, Inc., where Ryan has been since 2011. Previously, Ryan was employed by Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc..
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
MI
02/23/2011 - Present
Raymond James Financial Services Advisors, Inc. (Rochester Hills MI)
MI
01/01/2008 - 02/22/2011
WELLS FARGO ADVISORS, LLC (TROY MI)
MI
04/28/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BLOOMFIELD HILLS MI)
MO
07/03/2001 - 04/29/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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