Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Cosner has been in the financial services industry since August 2006. Ryan is currently registered with Cosner Financial Group, LLC, and is also registered as an Investment Advisor Representative in Colorado and Texas. Ryan is a Series 6, 7, and 63 licensed professional. Ryan also holds the SIE and Series 65 licenses. Ryan has experience providing financial planning, and portfolio management services to individuals and businesses. Ryan has been with Cosner Financial Group since September 2008 and is currently the Chief Compliance Officer (CCO) for the firm. Prior to his role at Cosner Financial Group, Ryan worked at Triad Advisors Inc. and OSAIC Wealth, Inc. Ryan is also involved in the community by working with the Boys and Girls Club of Larimer County.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
CO
01/06/2014 - Present
Cosner Financial Group, LLC (FT. COLLINS CO)
CO
06/02/2011 - 08/23/2024
TRIAD ADVISORS LLC (Windsor CO)
TX
08/25/2006 - 06/03/2011
NATIONAL PLANNING CORPORATION (MIDLAND TX)
IA
Issued 11/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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