Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Lange is a financial advisor in Victoria, Texas, and has been in the industry for over 10 years. Ryan has a strong background in financial services, having worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America, N.A. Ryan is currently registered with Grove Point Advisors, LLC. Ryan holds several licenses, including Series 7, Series 63, Series 65, and Series 66. Ryan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Ryan is committed to helping clients 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.
Guidance on pension options to ensure a secure financial future.
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.
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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2
TX
07/05/2023 - Present
Grove Point Advisors, LLC (Victoria TX)
TX
10/20/2011 - 05/01/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ABILENE TX)
BC
Issued 07/03/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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