Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Shim is a financial advisor with Truist Advisory Services, Inc. Ryan is a registered representative with both FINRA and the state of Florida. Ryan has over 25 years of experience in the financial industry, and has worked for several firms including BB&T Securities, LLC, SunTrust Capital Markets, Inc. and TD Waterhouse Investor Services, Inc. Ryan holds several licenses, including Series 66, Series 63, Series 9, Series 10, Series 24, Series 8, Series 31, Series 7 and the SIE. Ryan specializes in providing financial planning, portfolio management for businesses and individuals and other advisory services. Ryan is also licensed to provide financial planning services for high net worth individuals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
09/13/2016 - Present
Truist Advisory Services, Inc. (WINTER PARK FL)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
12/17/2003 - 02/25/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NE
10/31/1996 - 07/10/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 05/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 11/26/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ryan Shim is the right advisor for you? Invested Better is here to help.
