Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan W Cole is a financial advisor with Bailard, Inc., a firm with a strong track record of providing investment management services to individuals, families, foundations, and endowments. Ryan is a Certified Financial Planner® professional and holds a Series 7, Series 63, and Series 66 license, reflecting a commitment to providing clients with comprehensive financial planning services. Ryan has experience working with a range of clients, including high-net-worth individuals, charitable organizations, and investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/05/2024 - Present
Bailard, Inc. (FOSTER CITY CA)
CA
03/16/2022 - 01/04/2024
MORGAN STANLEY (Menlo Park CA)
CA
02/13/2014 - 06/26/2018
BAILARD FUND SERVICES, INC. (FOSTER CITY CA)
AZ
08/31/2010 - 04/04/2012
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BC
Issued 05/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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