Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Stephan Mastilak is a financial advisor who has been active in the industry since October 2016. He has a background in finance and has worked with Vanguard Marketing Corporation before joining Stifel, Nicolaus & Company, Inc. in May 2024. Ryan is registered to provide investment advice in Pennsylvania and Texas. He holds a Series 6, 7, 63 and 66 license. Ryan is also a Certified Financial Planner and specializes in providing financial planning, portfolio management and investment advice for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
07/31/2024 - Present
Stifel, Nicolaus & Company, Inc. (PITTSBURGH PA)
TX
10/18/2016 - 07/26/2024
VANGUARD MARKETING CORPORATION (Plano TX)
BOTH
Issued 11/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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