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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Scherer is a financial advisor with Cetera Investment Advisers LLC in SAN DIEGO, CA. Ryan has been in the financial services industry since 2014. Ryan has passed the Series 66, Series 7, Series 24 and SIE exams. Cetera Investment Advisers LLC is an investment advisor that provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and pension consulting.
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.
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.
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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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
04/24/2018 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
04/24/2018 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
CA
11/10/2016 - 03/09/2018
SCOTTRADE, INC. (SAN DIEGO CA)
MO
08/19/2014 - 10/27/2016
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
BOTH
Issued 9/4/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/23/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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