Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Shannon is a financial advisor affiliated with Prime Capital Financial, a firm that has been in business since 2000. Ryan has over 10 years of experience in the financial services industry and is registered to provide investment advisory services in South Carolina. Ryan has a Series 7 and 66 license and specializes in working with individuals, families, and businesses. Ryan’s practice focuses on providing investment management, retirement planning, and financial planning services. Ryan has a passion for helping clients achieve their financial goals, and is committed to providing personalized service and a high level of expertise.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Seminar fees, promoter fees, subscription fee financial plans
1
2
SC
01/05/2024 - Present
Prime Capital Financial (Charleston SC)
SC
09/10/2021 - 01/16/2024
PARK AVENUE SECURITIES LLC (MT PLEASANT SC)
SC
01/11/2021 - 03/24/2021
PRINCIPAL SECURITIES, INC. (MT PLEASANT SC)
BOTH
Issued 03/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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