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 Flynn is a financial advisor with over 20 years of experience in the financial services industry. Ryan is currently registered with Raymond James Financial Services Advisors, Inc. and has held previous positions with BANC OF AMERICA INVESTMENT SERVICES, INC. and MORGAN STANLEY DW INC. Ryan is licensed to provide investment advice in California, Washington and other states. Ryan has a broad range of experience in financial planning, investment management, and insurance. Ryan is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Del Mar CA)
WA
07/30/2004 - 04/17/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)
NY
03/01/2004 - 06/23/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/15/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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