Unclaimed
Ryan Duchak is a financial advisor with over 15 years of experience in the industry. Ryan is registered to provide investment advice in Pennsylvania and is licensed as a broker-dealer in 13 states. Ryan has worked with LPL Financial LLC, a registered broker-dealer with more than $50 billion in assets under management, since 2021. Ryan also worked with Royal Alliance Associates, Inc. for five years, and NFP Advisor Services, LLC for seven years before that. Ryan specializes in providing financial planning, portfolio management, and investment advice to individuals, families, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
03/10/2021 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
01/25/2016 - 03/12/2021
ROYAL ALLIANCE ASSOCIATES, INC. (PITTSBURGH PA)
PA
11/06/2008 - 01/27/2016
NFP ADVISOR SERVICES, LLC (PITTSBURGH PA)
PA
03/25/2008 - 10/15/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (PITTSBURGH PA)
MA
01/03/2007 - 01/14/2008
PFPC DISTRIBUTORS, INC. (WESTBOROUGH MA)
IA
Issued 11/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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