Unclaimed
Ryan Brizendine is a financial advisor at Westshore Wealth. Ryan is a Certified Financial Planner and has been in the industry since 2007. Ryan's experience includes roles at Barclays Capital Inc. and Sanford C. Bernstein & Co., LLC. Ryan holds Series 7, 63 and 66 licenses. Ryan specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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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CA
06/02/2016 - Present
Westshore Wealth (NEWPORT BEACH CA)
CA
11/17/2008 - 07/25/2013
BARCLAYS CAPITAL INC. (LOS ANGELES CA)
CA
10/23/2007 - 11/24/2008
SANFORD C. BERNSTEIN & CO., LLC (LOS ANGELES CA)
BOTH
Issued 12/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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