Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Timothy McNelis is a financial advisor with Charles Schwab & CO., Inc. Ryan has been in the financial services industry since May 10, 2014. He is registered with the state of Minnesota as both a Registered Representative and an Investment Advisor Representative. Ryan also has experience with Fidelity Brokerage Services LLC and Northwestern Mutual Investment Services, LLC. Ryan has a strong background in investment advising and financial planning, having passed the Series 6, Series 7, Series 63 and Series 65 examinations. Ryan's focus is on providing financial advice and services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MN
02/19/2021 - Present
Charles Schwab & CO., Inc. (St. Paul MN)
MN
02/06/2023 - 07/29/2024
TD AMERITRADE, INC. (St. Paul MN)
MN
07/17/2015 - 05/29/2020
FIDELITY BROKERAGE SERVICES LLC (EDINA MN)
MN
12/05/2012 - 04/04/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENDOTA HTS MN)
IA
Issued 02/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Ryan McNelis is the right advisor for you? Invested Better is here to help.
