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 Catlaw is an investment advisor representative at Eagle Strategies LLC. Ryan has been in the financial industry since 2004 and holds licenses for both brokerage and investment advisory services. Ryan’s experience spans across a variety of firms, including UBS Financial Services Inc., Morgan Stanley Smith Barney, and ING Financial Partners, Inc. Ryan has worked with a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
03/15/2016 - Present
Eagle Strategies LLC (EDISON NJ)
NJ
04/29/2013 - 05/31/2013
ING FINANCIAL PARTNERS, INC. (JERSEY CITY NJ)
NY
07/28/2011 - 02/01/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/01/2009 - 08/05/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
02/01/2005 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
07/21/2004 - 02/09/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 03/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2004
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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