Unclaimed
Ryan Reynolds is a financial advisor with Secure Asset Management, LLC. Ryan has been in the financial services industry since August 2018. Prior to joining Secure Asset Management, LLC, Ryan worked at Western International Securities, Inc. and Edward Jones. Ryan is registered with the state of Colorado and holds the Series 7, Series 66, and SIE licenses. Ryan is a Certified Financial Planner™ professional and specializes in providing financial advice to individuals and families. Ryan is also a licensed mortgage loan originator.
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.
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.
Solicitor for 3rd party money managers
1
2
CO
05/28/2024 - Present
Secure Asset Management, LLC (Colorado Spring CO)
CO
02/05/2021 - 05/30/2024
WESTERN INTERNATIONAL SECURITIES, INC. (Colorado Springs CO)
CO
08/14/2018 - 02/09/2021
EDWARD JONES (COLORADO SPRINGS CO)
BOTH
Issued 09/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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