Unclaimed
Ryan Stoller is a financial advisor with SJS Investment Services, a firm registered with the SEC. Ryan has been in the industry since 2020 and has a Series 66 license. Ryan specializes in providing financial advice to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Ryan works with clients on financial planning, portfolio management for individuals and businesses.
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.
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.
1
2
OH
09/09/2024 - Present
SJS Investment Services (SYLVANIA OH)
OH
03/10/2020 - 10/31/2022
LPL FINANCIAL LLC (VAN WERT OH)
BOTH
Issued 06/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Ryan Stoller is the right advisor for you? Invested Better is here to help.