Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Eltanal is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., working in the Lincoln, RI office. Ryan has been in the financial services industry since April 17, 2001, and has a history with E*TRADE SECURITIES LLC and ING FUNDS DISTRIBUTOR, LLC. Ryan is a Series 7, Series 31, Series 63, and Series 65 licensed representative and has passed the Securities Industry Essentials Examination (SIE). Ryan provides a variety of services including portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
RI
06/25/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LINCOLN RI)
AZ
03/16/2010 - 05/22/2012
E*TRADE SECURITIES LLC (SCOTTSDALE AZ)
AZ
04/16/2001 - 01/13/2010
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
NY
12/18/2000 - 03/05/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/2000
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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