Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Welch is a financial professional with over 17 years of experience in the industry. Ryan is currently registered with Bahl & Gaynor Inc. in Ohio, Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island and Vermont. Ryan also has experience working with Advisors Asset Management, Inc. in Massachusetts, Claymore Securities, Inc. in Illinois, State Street Global Markets, LLC in Massachusetts, and ING Funds Distributor, LLC in Arizona. Ryan's experience includes providing portfolio management, financial planning, and educational seminars.
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.
Strategic management for diversified investment portfolios.
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
OH
02/28/2024 - Present
Bahl & Gaynor Inc. (CINCINNATI OH)
MA
08/31/2009 - 07/06/2023
ADVISORS ASSET MANAGEMENT, INC. (MELROSE MA)
IL
07/23/2007 - 06/25/2009
CLAYMORE SECURITIES, INC. (CHICAGO IL)
MA
08/07/2006 - 07/24/2007
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
AZ
09/15/2005 - 07/12/2006
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
IA
Issued 11/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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