Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Shaughnessy is a registered investment advisor representative with The Mosaic Financial Group, LLC. Ryan has been in the industry since 2001. Ryan is registered with the state of Illinois and holds the Series 7 and 66 licenses. The Mosaic Financial Group, LLC, provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and tax preparation.
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.
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.
Tax preparation
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
IL
12/15/2010 - Present
THE Mosaic Financial Group, LLC (CHICAGO IL)
IL
02/16/2001 - 11/12/2010
CHARLES SCHWAB & CO., INC. (ORLAND PARK IL)
BOTH
Issued 12/31/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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