Unclaimed
Ryan Knuckles-li is a financial advisor with Edward Jones, a firm that has offices in ST LOUIS, MO and Saint Peters, MO. Ryan has been in the industry since 2015 and has a wide range of experience in financial planning, portfolio management, and investment advice. Ryan is dedicated to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
02/14/2024 - Present
Edward Jones (ST LOUIS MO)
MO
01/23/2023 - 11/03/2023
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
02/26/2018 - 11/03/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
08/13/2015 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 09/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/17/2019
Series 4 - Registered Options Principal Examination
BC
Issued 07/11/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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