Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Maksimovich is a financial advisor with over 13 years of experience in the industry. Ryan is currently registered with Oppenheimer & Co. Inc. and has been with the firm since October 2020. Prior to Oppenheimer, Ryan worked at TD Ameritrade, Inc. and Wells Fargo Advisors, LLC. Ryan has a diverse range of experience in the financial services industry, including providing financial planning, portfolio management, and pension consulting. Ryan holds Series 7, 9, 10, 24, 66, 99TO and SIE licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MO
10/06/2020 - Present
Oppenheimer & Co. Inc. (ST. LOUIS MO)
MO
02/26/2018 - 10/05/2020
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
05/23/2016 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
01/02/2015 - 05/25/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
05/18/2011 - 05/25/2016
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
06/15/2011 - 12/09/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
07/24/2008 - 10/19/2009
WADDELL & REED, INC. (CREVE COEUR MO)
BOTH
Issued 11/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2016
Series 24 - General Securities Principal Examination
BC
Issued 03/19/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/07/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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