Unclaimed
Ryan Ostrowski is a financial advisor with over 25 years of experience in the industry. Ryan holds multiple licenses and certifications, including Series 7, Series 6, Series 24, Series 63, and Series 66. Ryan is also a Certified Financial Planner. Ryan is currently registered with LPL Financial LLC and has been with the firm since 2002. Prior to joining LPL Financial LLC, Ryan worked at New England Securities. Ryan specializes in working with individuals, families, businesses, and retirement plans. Ryan can help you with a variety of financial planning needs, including investment management, retirement planning, college savings, and estate planning. Ryan is committed to providing his clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
09/30/2010 - Present
LPL Financial LLC (GRAND RAPIDS MI)
NY
11/13/1997 - 09/05/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 08/31/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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