Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Shrewsbury is a financial advisor with over 14 years of experience in the industry. Ryan Shrewsbury is currently registered with Osaic Wealth, Inc. and has previously been registered with Woodbury Financial Services, Inc., Trustmont Financial Group, Inc. and New England Securities. Ryan Shrewsbury is a Series 6 and Series 63 licensed financial advisor. Ryan Shrewsbury specializes in working with clients who are looking for financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Ryan Shrewsbury's current firm, Osaic Wealth, Inc., has over 43,000 clients and manages over $94 billion in assets.
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.
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.
1
2
PA
01/19/2024 - Present
Osaic Wealth, Inc. (MCMURRAY PA)
PA
12/14/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MCMURRAY PA)
PA
09/08/2010 - 12/18/2018
TRUSTMONT FINANCIAL GROUP, INC. (MCMURRAY PA)
PA
10/03/2007 - 09/24/2008
NEW ENGLAND SECURITIES (PITTSBURGH PA)
BC
Issued 10/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ryan Shrewsbury is the right advisor for you? Invested Better is here to help.
