Unclaimed
Ryan William Derosier is an Investment Advisor Representative at Wintrust Investments LLC. Ryan holds a Series 65 license and the SIE exam. Ryan has been in the industry since October 2011. Ryan works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Ryan has experience in providing financial planning and portfolio management services. Ryan is registered in Illinois and Wisconsin.
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.
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.
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WI
05/05/2022 - Present
Wintrust Investments LLC (Milwaukee WI)
IA
Issued 02/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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