Unclaimed
Ryan Cassin is a financial professional with over 5 years of experience in the financial services industry. Ryan is currently registered with Capital Client Group, Inc. as a registered representative. Ryan has a Series 6, Series 7TO, and Series 63 license. Ryan's previous experience includes a role at Nationwide Investment Services Corporation. Ryan has a strong background in investment company products, variable contracts, and general securities.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
TX
03/24/2021 - Present
Capital Client Group, Inc. (SAN ANTONIO TX)
OH
07/18/2017 - 02/04/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
BC
Issued 06/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ryan Cassin is the right advisor for you? Invested Better is here to help.