Unclaimed
Ryan Watt is a financial advisor with over 17 years of experience. Ryan has been registered with the Securities and Exchange Commission (SEC) since 2005 and holds Series 7, 63, and 66 licenses. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and has been a part of Objective Capital Management, LLC and OCM Private Wealth, LLC since 2021. Ryan has experience working with individuals, high-net-worth individuals, and other institutions. Ryan focuses on helping individuals and families achieve their financial goals through financial planning and investment management.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
05/06/2021 - Present
Objective Capital Management, LLC (PEPPER PIKE OH)
IL
03/30/2007 - 05/06/2021
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
OH
07/25/2005 - 09/22/2006
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBUS OH)
MN
07/25/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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