Unclaimed
Ryan Belanger is an investment advisor representative with Claro Advisors, LLC based in Boston, Massachusetts. Ryan has been in the financial services industry since 2004. Ryan has a broad range of experience, including working with individual investors, corporations, and non-profit organizations. Ryan specializes in providing financial planning, investment management, and consulting services. Ryan is a Certified Financial Planner and holds the Series 7, 24, 31, and 66 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
1
2
MA
03/07/2016 - Present
Claro Advisors, LLC (BOSTON MA)
MA
01/27/2012 - 12/31/2019
MUTUAL SECURITIES, INC. (BOSTON MA)
MA
06/01/2009 - 02/14/2012
MORGAN STANLEY SMITH BARNEY (WORCESTER MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WORCESTER MA)
MA
09/03/2004 - 04/02/2007
MORGAN STANLEY DW INC. (WORCESTER MA)
BOTH
Issued 10/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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