Unclaimed
Ryan Scott Oltorik is a financial advisor with World Investment Advisors, LLC, with offices in Santa Barbara, CA and Blue Ash, OH. Ryan is a Certified Financial Planner and has been in the industry since February 2016. Ryan has a strong background in financial planning, portfolio management, and pension consulting. Ryan specializes in providing advisory services to individuals, businesses, and charitable organizations. Ryan is registered to provide investment advisory services in 24 states and is a registered representative in 21 states.
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.
1
2
OH
07/22/2024 - Present
World Investment Advisors, LLC (BLUE ASH OH)
OH
02/10/2016 - 07/29/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Cincinnati OH)
BOTH
Issued 04/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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