Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Patrick Buchan is a financial advisor with BOK Financial Securities, Inc., based in Tulsa, Oklahoma. Ryan is licensed to offer securities and investment advice in multiple states. Ryan's professional career spans over two decades, including experience with J.P. Morgan Securities LLC, UBS Financial Services Inc., and BANC of America Investment Services, Inc. Ryan is a registered representative and investment advisor representative with BOK Financial Securities, Inc. and specializes in providing financial advice to a variety of clients including individuals, corporations, charitable organizations, and pooled investment vehicles.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
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2
OK
06/22/2012 - Present
BOK Financial Securities, Inc. (TULSA OK)
IL
10/25/2010 - 07/05/2012
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
01/30/2009 - 11/01/2010
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
08/18/2003 - 02/04/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
01/11/2002 - 08/20/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
02/08/2001 - 11/23/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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