Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Cobb is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan has been working in the securities industry since 2023. Ryan is also an insurance agent with Catalyst Financial Group, LLC. Ryan is licensed in several states, including Texas, Arkansas, California, Colorado, Florida, Louisiana, New Mexico, and Oklahoma. Ryan specializes in providing investment advice to individuals, businesses, corporations, pension and profit-sharing plans, high-net-worth individuals, charitable organizations, and insurance companies. Ryan provides a variety of investment services, including portfolio management, performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, educational seminars, selection of other advisors, and financial planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
09/08/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
01/19/2023 - 07/05/2023
GWN SECURITIES INC. (HOUSTON TX)
BOTH
Issued 12/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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