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 Drake is a financial advisor with Commonwealth Retirement Investments LLC. Ryan has been in the financial services industry since 2001. Ryan is registered with the state of Virginia and North Carolina as an Investment Advisor Representative, and also holds a Series 6, 7, 63 and 65. He has earned both a Certified Financial Planner™ and a Chartered Financial Consultant designation. Ryan provides financial planning, portfolio management, and educational seminars.
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.
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.
1
2
VA
01/16/2020 - Present
Commonwealth Retirement Investments LLC (RICHMOND VA)
VA
07/02/2001 - 01/25/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (RICHMOND VA)
IN
07/02/2001 - 05/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 11/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ryan Drake is the right advisor for you? Invested Better is here to help.
