Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Donelson is an investment advisor representative at Frost Investment Services. Ryan has been in the industry for over 20 years and has worked with several firms before joining Frost. Ryan holds Series 7, 63 and 66 licenses and the Certified Financial Planner designation. Ryan is also a registered Investment Advisor in Texas. Ryan has experience in providing financial planning, portfolio management for businesses and individuals. Ryan is committed to providing clients with personalized financial advice and guidance to help them 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.
Comprehensive financial plans to help you achieve your personal and business 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.
A percentage of the total value of assets under management is charged.
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TX
09/30/2024 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
05/01/2009 - 08/08/2012
LPL FINANCIAL LLC (AUSTIN TX)
TX
07/28/2006 - 05/04/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (AUSTIN TX)
TX
06/02/2005 - 07/17/2006
CANTOR FITZGERALD & CO. (AUSTIN TX)
TX
03/15/2004 - 05/04/2005
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
FL
07/25/2002 - 04/01/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
TX
04/08/1999 - 08/13/2002
FIRST SOUTHWEST COMPANY (DALLAS TX)
TX
04/24/1997 - 03/26/1999
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BOTH
Issued 08/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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