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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 Westmoreland is a financial advisor who has been in the industry since 2023. Ryan is registered with Fidelity Personal and Workplace Advisors, located in Fort Worth, TX. Ryan is also registered as an Investment Advisor Representative (IAR) in Texas. Ryan has a Series 63, 66, and SIE license, and specializes in portfolio management for individuals and businesses, financial planning, and educational seminars. Before joining Fidelity Personal and Workplace Advisors, Ryan was employed by Thrivent Investment Management Inc.
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.
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.
1
2
TX
05/02/2024 - Present
Fidelity Personal AND Workplace Advisors (FORT WORTH TX)
MN
03/09/2023 - 05/17/2023
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 04/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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