Unclaimed
Ryan Sapp is a financial advisor registered with LPL Financial LLC in Bel Air, Maryland. Ryan has been in the financial services industry since 1999. Ryan is also registered with the following states: Delaware, Florida, Maryland, Rhode Island and West Virginia. Ryan has experience with various financial services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors. Ryan has held previous positions at NATIONAL PLANNING CORPORATION, MORGAN STANLEY DW INC., LEGG MASON WOOD WALKER, INCORPORATED and SIGNATOR INVESTORS, INC.
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
MD
11/29/2017 - Present
LPL Financial LLC (BEL AIR MD)
MD
09/19/2005 - 11/29/2017
NATIONAL PLANNING CORPORATION (Bel Air MD)
NY
10/11/2002 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MD
07/10/2000 - 07/31/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MA
11/09/1998 - 07/17/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 03/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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