Unclaimed
Ryan Ahrens is a financial advisor with Green Ocean Global Advisors LLC, an investment firm based in San Francisco, California. Ryan has been in the industry for over 10 years, and has worked for several firms including Fidelity Brokerage Services LLC, E*TRADE SECURITIES LLC, LPL Financial LLC, TD Ameritrade, Inc., AXA Advisors, LLC, and J.P. Morgan Securities LLC. Ryan holds the Series 6, 7, and 66 licenses, as well as the SIE exam.
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.
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.
Third party money managers
1
2
CA
02/26/2024 - Present
Green Ocean Global Advisors LLC (SAN FRANCISCO CA)
WA
05/14/2020 - 07/05/2022
FIDELITY BROKERAGE SERVICES LLC (TUKWILA WA)
WA
10/16/2018 - 02/25/2020
E*TRADE SECURITIES LLC (SEATTLE WA)
WA
07/14/2017 - 11/22/2017
LPL FINANCIAL LLC (KIRKLAND WA)
WA
02/19/2014 - 07/12/2017
TD AMERITRADE, INC. (BELLEVUE WA)
CA
11/18/2013 - 12/02/2013
AXA ADVISORS, LLC (SAN FRANCISCO CA)
CA
03/25/2013 - 10/25/2013
J.P. MORGAN SECURITIES LLC (TIBURON CA)
BOTH
Issued 02/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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