Unclaimed
Ryan Yount is a financial advisor with over 20 years of experience in the industry. He has been registered with the Securities and Exchange Commission (SEC) since 2003 and is currently associated with Osaic Wealth, Inc. Ryan has a comprehensive understanding of financial markets and offers a wide range of services, including financial planning, portfolio management, and pension consulting. He has worked for several other firms in the past, including Securities America, Inc., MML Investors Services, LLC, and Metropolitan Life Insurance Company. Ryan is committed to helping clients achieve their financial goals and provides personalized advice based on their individual needs.
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
MO
06/14/2024 - Present
Osaic Wealth, Inc. (SAINT LOUIS MO)
MO
12/07/2018 - 06/14/2024
SECURITIES AMERICA, INC. (SAINT LOUIS MO)
MO
03/25/2017 - 12/13/2018
MML INVESTORS SERVICES, LLC (Chesterfield MO)
MO
08/26/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ST. LOUIS MO)
IL
08/26/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (EDWARDSVILLE IL)
NJ
10/15/2003 - 07/21/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 04/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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