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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Tomer is a financial advisor registered with Sequoia Financial Group, LLC. Ryan has been working in the financial industry since 2000. Ryan Tomer is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 63, and 65 licenses. Ryan Tomer has experience working with individual investors, high-net-worth individuals, businesses, pension and profit sharing plans, charitable organizations, and pooled investment vehicles. Ryan Tomer focuses on wealth management and financial planning, including portfolio management, financial planning, and educational seminars. Ryan Tomer is a registered Investment Advisor Representative (IAR) in Florida and Texas.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
10/12/2023 - Present
Sequoia Financial Group, LLC (AKRON OH)
FL
07/12/2017 - 06/24/2019
KESTRA INVESTMENT SERVICES, LLC (CLEARWATER FL)
FL
06/06/2011 - 04/12/2017
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
MA
09/23/2009 - 05/19/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)
MA
08/25/2009 - 09/10/2009
LPL FINANCIAL CORPORATION (SOUTHBOROUGH MA)
MA
11/10/2006 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WESTBOROUGH MA)
DC
03/03/2005 - 10/31/2006
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
MA
09/02/2004 - 01/14/2005
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
RI
11/05/2002 - 07/07/2004
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
MA
08/15/2001 - 11/01/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/15/2001 - 11/01/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
01/12/2001 - 07/18/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
11/08/2000 - 02/07/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
09/27/1999 - 11/02/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 01/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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