Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Griffin is a financial advisor at LPL Financial LLC. Ryan has been working in the financial industry since 2020 and is licensed to provide investment advice in Kansas, Missouri, Oklahoma, and Texas. He has also passed the Series 3, Series 7TO, Series 30 and Series 66 exams. Ryan has previous experience with Securities America, Inc. and UBS Financial Services, Inc. Ryan provides financial planning, portfolio management, and consulting services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Ryan is committed to helping his 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.
Consulting and other non-discretionary advisory services
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
CA
05/29/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
04/10/2023 - 04/12/2024
SECURITIES AMERICA, INC. (Addison TX)
NJ
07/29/2022 - 01/04/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
KS
01/14/2021 - 01/28/2021
SECURITIES AMERICA, INC. (WICHITA KS)
BOTH
Issued 05/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2024
Series 30 - NFA Branch Manager Examination
BC
Issued 04/30/2024
Series 3 - National Commodity Futures Examination
BC
Issued 01/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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