Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Longfield is a financial advisor who has been in the industry since July 2005. Ryan has a wide range of experience working with clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Ryan is registered to provide investment advice in both New Hampshire and Texas. Ryan works with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with Lehman Brothers Inc., Deutsche Bank Securities Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ryan holds licenses for Series 3, 7, 24, 55, 57TO, 63, and 66.
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
NH
03/05/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HANOVER NH)
NY
10/03/2012 - 04/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/22/2001 - 04/28/2008
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
09/14/2000 - 05/04/2001
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 08/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2013
Series 3 - National Commodity Futures Examination
BC
Issued 10/23/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/02/2012
Series 7 - General Securities 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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