Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Scott Morgan is a financial advisor with over 16 years of experience in the industry. Ryan currently holds a Series 6, 7, 63, and 66 license and is registered with Kovitz Investment Group Partners, LLC in Charlotte, NC. Ryan previously worked for Linden Thomas & Company Securities, LLC in Charlotte, NC, Charles Schwab & Co., Inc. in Lone Tree, CO, Victory Capital Advisers, Inc. in Greenwood Village, CO, and Jackson National Life Distributors LLC in Denver, CO. Ryan is also a Certified Financial Planner. Ryan offers a variety of services, including financial planning, portfolio management, and credit, cash and insurance solutions. Ryan is dedicated to helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
NC
06/03/2024 - Present
Kovitz Investment Group Partners, LLC (Charlotte NC)
NC
07/17/2020 - 10/01/2020
LINDEN THOMAS AND COMPANY SECURITIES, LLC (CHARLOTTE NC)
CO
07/20/2017 - 07/22/2020
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
03/16/2012 - 06/30/2017
VICTORY CAPITAL ADVISERS, INC. (Greenwood Village CO)
CO
07/13/2007 - 02/13/2012
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 08/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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