Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Sullivan is a financial advisor registered with Wells Fargo Clearing Services, LLC. Ryan is currently licensed in North Carolina and Texas and has been in the industry since September 2022. Ryan has passed the Series 7TO, SIE, and Series 66 exams. Ryan has a wide range of experience, having previously worked at US Tech Solutions, Carolina Golf Club, Sully's Moving L.L.C., The Liberty Group, Seven Oaks Swim and Racquet Club, Cardinal Gibbons High School, and UNC Charlotte. Ryan specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors. Ryan also provides portfolio management services to businesses and individuals.
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.
Investment consulting services to institutional clients
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
NC
03/10/2023 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
BOTH
Issued 05/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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