Unclaimed
Ryan Sabol is an investment advisor representative at Mutual Advisors, LLC. Ryan is a registered representative with the state of California and has been in the financial industry since March 16, 2004. Ryan is licensed to offer a variety of financial services, including portfolio management, financial planning, and pension consulting. Ryan's firm, Mutual Advisors, LLC, is a Registered Investment Advisor with the SEC. The firm provides a variety of advisory services, including portfolio management, financial planning, pension consulting, and selection of other advisors. Mutual Advisors, LLC has over 6.9 billion dollars in assets under management and serves a variety of client types, including individuals, corporations, pension plans, and charitable organizations.
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.
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.
Hourly consulting
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
NE
07/01/2013 - Present
Mutual Advisors, LLC (OMAHA NE)
BOTH
Issued 03/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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