Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Wallace is a financial advisor with over 20 years of experience in the financial services industry. Ryan is registered with Momentum Independent Network Inc., a firm headquartered in Dallas, Texas. Ryan is also a registered representative with the firm and holds Series 6, 7, 26, 63 and 65 licenses. Ryan provides financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
10/02/2017 - Present
Momentum Independent Network Inc. (Colleyville TX)
TX
01/14/2005 - 11/11/2010
PFS INVESTMENTS INC. (PANTEGO TX)
TX
11/10/2010 - 11/10/2010
SOUTHWEST SECURITIES, INC. (DALLAS TX)
GA
11/20/2000 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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