Unclaimed
Ryan Logue is a financial advisor with over 20 years of experience in the industry. Ryan currently works at Wells Fargo Advisors Financial Network, LLC. Ryan has experience with high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Ryan's current registrations include Series 7, Series 31, Series 63, and Series 65 licenses.
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
MD
10/30/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Severana Park MD)
PA
02/04/2019 - 10/30/2023
LINCOLN INVESTMENT (HANOVER PA)
NY
06/01/2009 - 02/06/2019
MORGAN STANLEY (NEW YORK NY)
NY
05/24/2005 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
08/06/2004 - 05/03/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 06/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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