Unclaimed
Ryan Belding is an investment advisor representative with LPL Financial LLC. Ryan has been in the securities industry for 17 years, working in the Clackamas, OR area. Ryan holds Series 6, 7, 26, 63, and 65 licenses, as well as the SIE. In addition to their current role with LPL Financial LLC, Ryan has also worked at Waddell & Reed, First Investors Corporation, and Paulsen & Belding LLC. Ryan is registered with the state of Oregon as an investment advisor representative and has a brokerage client base that includes insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
OR
08/05/2021 - Present
LPL Financial LLC (CLACKAMAS OR)
OR
12/02/2011 - 07/21/2021
WADDELL & REED (CLACKAMAS OR)
OR
06/21/2004 - 12/02/2011
FIRST INVESTORS CORPORATION (BEAVERTON OR)
IA
Issued 08/08/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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