Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Coolidge is a financial advisor at D.a. Davidson & Co., a firm with a focus on providing financial planning, portfolio management, and investment advisory services to a diverse range of clients, including individuals, families, businesses, and institutions. Ryan holds a Series 7, 63, 52 and 79 license and is registered to conduct business in California, Oregon and Utah. Ryan joined D.a. Davidson & Co. in 2021. Before that, Ryan worked at TD Ameritrade. Ryan has a wealth of experience in the financial services industry and is committed to helping his 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.
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.
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.
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2
CA
04/05/2021 - Present
D.a. Davidson & Co. (IRVINE CA)
MO
01/05/2021 - 03/17/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 01/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/12/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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