Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Gray is a financial advisor with over 20 years of experience in the financial services industry. Ryan currently works at Osaic Advisory Services, LLC. Previously, Ryan worked at Triad Advisors LLC, Commonwealth Financial Network, Oppenheimer & Co. Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, BBVA Securities Inc., and Deutsche Bank Securities Inc. Ryan holds a Series 63, Series 65, Series 7, and Series 24 license. Ryan has experience in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other services. Ryan provides services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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
PA
04/28/2021 - Present
Osaic Advisory Services, LLC (West Chester PA)
PA
01/19/2021 - 08/23/2024
TRIAD ADVISORS LLC (West Chester PA)
PA
03/02/2020 - 01/20/2021
COMMONWEALTH FINANCIAL NETWORK (West Chester PA)
PA
02/21/2012 - 03/06/2020
OPPENHEIMER & CO. INC. (RADNOR PA)
PA
01/11/2006 - 01/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
NY
05/31/2000 - 10/18/2005
BBVA SECURITIES INC. (NEW YORK NY)
NY
01/16/1998 - 02/28/2000
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
IA
Issued 01/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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