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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Steven Serrecchia is a financial advisor with Ep Wealth Advisors. Ryan has been in the financial services industry since 1999. Ryan holds a Series 63, Series 66, Series 7, Series 4 and Series 24. Ryan's professional experience includes roles at Securities Service Network, Inc., TD Ameritrade, Inc., AXA Advisors, LLC, Datek Online Financial Services LLC and Datek Online Brokerage Services LLC. Ryan is registered to provide investment advisory services in California, Hawaii, and Texas. Ryan is a Certified Financial Planner and specializes in Retirement Planning, College Savings, Insurance, Estate Planning, and Tax Planning. Ryan is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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.
Retirement plan advisory services & tax preparation services
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.
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CA
10/10/2012 - Present
EP Wealth Advisors (TORRANCE CA)
CA
10/13/2009 - 04/07/2011
SECURITIES SERVICE NETWORK, INC. (TORRANCE CA)
CA
03/29/2005 - 02/14/2008
TD AMERITRADE, INC. (LONG BEACH CA)
NY
04/23/2003 - 06/25/2004
AXA ADVISORS, LLC (NEW YORK NY)
NJ
06/30/2001 - 10/02/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
09/20/1999 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BOTH
Issued 07/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2000
Series 4 - Registered Options Principal Examination
BC
Issued 11/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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