Unclaimed
Ryan Fleming is a financial professional with over 22 years of experience in the financial services industry. Ryan is currently a registered representative with Osaic Wealth, Inc., where Ryan provides financial planning, investment management, and retirement planning services. Ryan has also been a partner at F-Squared and has experience as an insurance agent. Ryan is a Certified Financial Planner and a Chartered Financial Consultant. Ryan is registered to provide investment advisory services in Alaska, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Indiana, Minnesota, Montana, New Hampshire, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Washington and West Virginia.
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
WA
11/03/2020 - Present
Osaic Wealth, Inc. (BELLEVUE WA)
WA
05/21/2001 - 11/02/2020
HORNOR, TOWNSEND & KENT, LLC (BELLEVUE WA)
BOTH
Issued 05/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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