Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Wakefield is a financial advisor who has been in the industry for 18 years. Ryan is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., and has been with the firm since October 2009. Ryan has a broad range of experience in the financial services industry, including previous roles at BANC of AMERICA INVESTMENT SERVICES, INC. and VERAVEST INVESTMENTS, INC. Ryan holds the Series 6, 7, and 66 licenses. Ryan is committed to providing clients with personalized financial advice and guidance. Ryan offers a variety of services to clients, including portfolio management, financial planning, and investment research. Ryan has a strong track record of success in helping clients 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
02/26/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WORCESTER MA)
MA
09/04/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WORCESTER MA)
MA
01/21/2004 - 08/24/2006
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 04/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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