Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Paris is a financial advisor with over 20 years of experience in the financial services industry. Ryan has been registered with Allstate Financial Advisors, LLC since 2022. Previously, Ryan was registered with Securities Management & Research, Inc., Curian Clearing, LLC, Jackson National Life Distributors LLC, Icon Distributors, Inc., OppenheimerFunds Distributor, Inc., Charles Schwab & Co., Inc., Lipper Analytical Securities Corporation, Dean Witter Reynolds Inc., and Patterson Travis, Inc. Ryan holds Series 7, 9, 10, 31, 63, 65, and SIE licenses. Ryan is a registered investment advisor in the state of Colorado. Ryan specializes in retirement planning, investment planning, and insurance planning.
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.
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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.
Third party advisory fees
1
2
CO
08/08/2022 - Present
Allstate Financial Advisors, LLC (Centennial CO)
CO
10/15/2014 - 07/21/2022
SECURITIES MANAGEMENT & RESEARCH, INC. (Greenwood Village CO)
CO
06/25/2012 - 01/10/2014
CURIAN CLEARING, LLC (DENVER CO)
CO
12/23/2008 - 06/15/2012
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
10/15/2007 - 09/17/2008
ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
CO
11/17/2006 - 10/10/2007
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
TX
04/16/1999 - 02/07/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
12/16/1998 - 04/30/1999
LIPPER ANALYTICAL SECURITIES CORPORATION (SUMMIT NJ)
NY
03/19/1998 - 10/31/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CO
08/01/1997 - 10/10/1997
PATTERSON TRAVIS, INC. (ENGLEWOOD CO)
IA
Issued 08/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/18/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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