Unclaimed
Ryan Szymanski is a financial advisor currently associated with The Huntington Investment Co.. Ryan has been a registered representative since 2016 and is licensed in Ohio. Previously, Ryan was also associated with FIFTH THIRD SECURITIES, INC., and J.P. MORGAN SECURITIES LLC. Ryan has Series 7, 63, 66, 24, 99TO, and SIE licenses. Ryan has been in the financial services industry for 6 years. Ryan primarily specializes in providing portfolio management 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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
03/24/2022 - Present
THE Huntington Investment Co. (Oxford OH)
OH
10/04/2019 - 01/28/2021
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
12/07/2016 - 05/13/2019
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
BOTH
Issued 02/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ryan Szymanski is the right advisor for you? Invested Better is here to help.