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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan McCrerey is an investment advisor representative with Commonwealth Financial Network. Ryan has been in the financial services industry for over 10 years and has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Ryan specializes in financial planning, portfolio management, and retirement planning. Ryan is registered with the state of Florida as an Investment Advisor Representative. Ryan holds the Series 63, Series 65, Series 7, and SIE licenses. Ryan is affiliated with Addessi Financial Partners, providing tax preparation services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
02/06/2025 - Present
Commonwealth Financial Network (Lutz FL)
FL
09/01/2023 - 09/07/2024
J.P. MORGAN SECURITIES LLC (PALM BEACH GARDENS FL)
FL
09/12/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (PALM BEACH FL)
FL
02/18/2021 - 09/19/2022
RAYMOND JAMES & ASSOCIATES, INC. (LARGO FL)
BC
Issued 09/30/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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