Invested Better
Unclaimed

Unclaimed

Unclaimed

Ryan Patrick Beesmer

Lincoln Investment

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ryan? Claim Your Profile

About Ryan Patrick Beesmer

Ryan Beesmer is a financial advisor with Lincoln Investment. Ryan has been in the financial services industry since 2018, and has a strong understanding of the financial markets. He is committed to helping his clients achieve their financial goals. Ryan has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, and businesses. Ryan is passionate about helping his clients understand their financial options and make informed decisions about their money. He is a registered representative with FINRA and holds the Series 7, Series 10, Series 9, and Series 63 licenses. Ryan is also a member of the Lincoln Investment team, which is a leading provider of financial services in the United States.

Firm Information

Ryan Beesmer is currently registered with Lincoln Investment. Lincoln Investment is a Limited Liability Company headquartered in FORT WASHINGTON, PA. Established in 2015, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lincoln Investment manages approximately $17.2 billion in assets across 203,427 accounts and has a team of 883 investment professionals. The firm primarily serves high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Lincoln Investment is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Lincoln Investment

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$17.22B

Assets Under Management

679

Total Clients

1,156

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ryan Beesmer’s Registration & Firm History

FL

06/06/2024 - Present

Lincoln Investment (ORLANDO FL)

FL

07/30/2020 - 05/24/2024

CHARLES SCHWAB & CO., INC. (Orlando FL)

TX

03/13/2018 - 05/22/2019

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

Not sure if Ryan Patrick Beesmer is right for you?

Licenses & Designations

BC

Issued 03/20/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/30/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Patrick Beesmer.
Not sure if Ryan Patrick Beesmer is right for you?