Unclaimed
Ryan Pitcher is a financial advisor in Long Beach, California with over 23 years of experience in the financial services industry. Ryan has a Series 66, Series 65, and Series 63 license and holds registrations in 39 states and two IA registrations. Ryan has a proven track record of success in helping clients achieve their financial goals. Ryan is currently employed at Morgan Stanley, where he provides a wide range of financial services, including investment management, financial planning, and retirement planning. Ryan is committed to providing personalized advice and guidance to help clients reach 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.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/11/2020 - Present
Morgan Stanley (Long Beach CA)
NY
10/20/1999 - 06/19/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/21/1997 - 11/08/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
04/21/1997 - 05/20/1997
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
NY
04/21/1997 - 04/24/1997
MURPHEY, MARSEILLES, SMITH & NAMMACK, INC. (NEW YORK NY)
BOTH
Issued 09/16/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1997
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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