Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Wesley Fletcher is a financial professional with over 11 years of experience in the industry. Ryan is currently registered with Corient as an Investment Advisor Representative (IAR) and is also registered as an IAR in Texas. Prior to joining Corient, Ryan was employed by Avalon Wealth Management LLC in Houston, Texas. Ryan holds the Series 63, 65, 7TO, SIE and Series 22 securities licenses. Ryan specializes in financial planning, pension consulting, portfolio management, and market timing services. Ryan's firm, Corient, is headquartered in Miami, Florida and serves a variety of clients including high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles. Corient manages over $118 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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
05/02/2023 - Present
Corient (MIAMI FL)
TX
01/14/2013 - 05/05/2023
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
IA
Issued 06/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2012
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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