Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Cummings is a financial advisor who has been in the industry since 2016. Ryan is registered with Cambridge Investment Research Advisors, Inc. and is licensed to provide financial advice in Massachusetts and Vermont. Ryan has obtained the Series 66, Series 7 and SIE licenses, and holds the Certified Financial Planner designation. Ryan's previous experience includes working with Goldman Sachs & Co. LLC and Mercer Allied Company, L.P.. Ryan works with a variety of clients including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
04/18/2023 - Present
Cambridge Investment Research Advisors, Inc. (South Hadley MA)
NY
01/04/2021 - 05/09/2023
GOLDMAN SACHS & CO. LLC (COHOES NY)
NY
05/03/2016 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 10/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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