Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Peter Smith is a financial professional with over 20 years of experience in the industry. Ryan is registered with LPL Financial LLC in Michigan and Texas. Ryan is also registered with the State of Michigan as an Investment Advisor Representative. Ryan's previous experience includes working with Hornor, Townsend & Kent, Inc. in Grand Rapids, Michigan. Ryan holds a variety of licenses and certifications, including the Series 6, 7, 63, and 66 exams. Ryan is also a Chartered Financial Consultant. Ryan specializes in providing financial advice and investment management services to individuals and families. Ryan is committed to providing his clients with personalized service and helping them achieve their financial goals.
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
MI
08/07/2015 - Present
LPL Financial LLC (ADA MI)
MI
07/31/2000 - 11/14/2006
HORNOR, TOWNSEND & KENT, INC. (GRAND RAPIDS MI)
BOTH
Issued 08/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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