Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Haislip is a financial advisor with Frost Investment Services, located in League City, TX. Ryan has been in the industry since 2014 and holds a Series 7, Series 63, Series 65, and SIE license. Ryan has experience with Frost Brokerage Services, Inc. and previously worked at PNC Investments, BBVA Securities Inc, and AXA Advisors, LLC. Ryan has expertise in financial planning and portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
08/27/2024 - Present
Frost Investment Services (LEAGUE CITY TX)
TX
08/16/2021 - 08/26/2024
PNC INVESTMENTS (HOUSTON TX)
TX
07/26/2019 - 08/16/2021
BBVA SECURITIES INC. (HOUSTON TX)
TX
04/22/2014 - 06/10/2019
AXA ADVISORS, LLC (HOUSTON TX)
IA
Issued 10/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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