Unclaimed
Ryan Steffen is a financial advisor with over 2 years of experience in the industry. Ryan is currently registered with Bonds.com Llc. Ryan has previously worked at Barclays Capital Inc., Electronifie Securities Llc, and Trumid Financial Llc. Ryan holds Series 63, Series 7TO, and SIE licenses.
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.
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.
1
2
NY
06/26/2023 - Present
Bonds.com LLC (NEW YORK NY)
NY
05/16/2022 - 04/12/2023
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
12/14/2020 - 05/18/2022
ELECTRONIFIE SECURITIES LLC (NEW YORK NY)
NY
12/14/2020 - 05/18/2022
TRUMID FINANCIAL LLC (NEW YORK NY)
BC
Issued 05/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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