Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan McClelland is a financial advisor with over 20 years of experience in the industry. Ryan is a registered representative with J. W. Cole Advisors, Inc. and provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Ryan is also a Certified Financial Planner and a Chartered Financial Consultant. Ryan has been in the industry since 1999 and has worked with several firms including Mutual Trust Co. of America Securities and Jonathan Roberts Advisory Group, Inc. In addition to being a financial advisor, Ryan is a partner in a real estate holding company and serves as a volunteer board member for a condo association.
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.
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 consulting
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
FL
05/04/2011 - Present
J. W. Cole Advisors, Inc. (SPRING HILL FL)
FL
03/08/1999 - 04/07/2011
MUTUAL TRUST CO. OF AMERICA SECURITIES (CLEARWATER FL)
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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