Unclaimed
Ryan Wayne Pledger is a financial advisor with LPL Financial LLC. Ryan has been working in the financial industry since February 20, 2014. Ryan is registered with the state of Texas and holds Series 6, 7, 63 and 66 licenses. Prior to joining LPL Financial LLC, Ryan worked with Edward Jones and J.P. Morgan Securities LLC.
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
TX
06/16/2022 - Present
LPL Financial LLC (MISSOURI CITY TX)
TX
10/27/2015 - 06/21/2022
EDWARD JONES (SUGAR LAND TX)
TX
02/21/2014 - 10/30/2015
J.P. MORGAN SECURITIES LLC (SUGARLAND TX)
BOTH
Issued 12/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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