Unclaimed
Ryan Wukitsch is a financial advisor registered with LPL Financial LLC. Ryan has been in the securities industry since July 2022. Ryan is licensed to provide financial services in Pennsylvania and New Jersey and has passed the Series 7, Series 66, and SIE exams. Ryan's previous experience includes working at Wells Fargo Clearing Services, LLC. Ryan is committed to providing comprehensive financial planning services to individuals, families, and businesses. Ryan is also a member of Members 1st Investment Services and Wealth Management.
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.
Consulting and other non-discretionary advisory services
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
PA
03/28/2024 - Present
LPL Financial LLC (FOGELSVILLE PA)
PA
07/19/2022 - 03/19/2024
WELLS FARGO CLEARING SERVICES, LLC (ALLENTOWN PA)
BOTH
Issued 08/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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