Unclaimed
Ryan Whitney Halvorson is a financial advisor with over a decade of experience in the industry. Ryan is currently registered with MUFG Securities Americas Inc. and has previously worked for UBS Securities LLC, UBS Financial Services Inc., Global Alliance Securities LLC, KeyBanc Capital Markets Inc., and Prudential Investment Management Services LLC. Ryan is a Series 7 and Series 63 licensed professional and has a strong track record of helping clients achieve their financial goals.
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.
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.
1
2
NY
11/15/2022 - Present
Mufg Securities Americas Inc. (NEW YORK NY)
NY
04/09/2020 - 11/21/2022
UBS SECURITIES LLC (NEW YORK NY)
NY
04/07/2020 - 11/21/2022
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
SC
09/27/2019 - 04/16/2020
GLOBAL ALLIANCE SECURITIES LLC (CHARLESTON (MT. PLEASANT) SC)
NY
05/13/2013 - 03/07/2019
KEYBANC CAPITAL MARKETS INC. (New York NY)
NJ
02/08/2013 - 05/23/2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
FL
06/07/2010 - 10/03/2011
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
BC
Issued 04/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Ryan Halvorson is the right advisor for you? Invested Better is here to help.