Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Thomas Weigel is a financial advisor registered with Sequoia Financial Group, LLC and Elysium Wealth Management, LLC. Ryan has been working in the financial industry for over 7 years. Ryan holds the Series 66, Series 7 and SIE licenses and is also a Certified Financial Planner. Ryan specializes in providing financial planning, portfolio management, pension consulting and educational seminars for individuals, businesses, and pooled investment vehicles. Ryan has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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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OH
09/26/2024 - Present
Sequoia Financial Group, LLC (AKRON OH)
SD
09/13/2016 - 08/10/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (ABERDEEN SD)
BOTH
Issued 10/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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