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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan William Haslett is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 7 years of experience in the financial services industry. Ryan is licensed to provide investment advice in 31 states and is also registered as a Registered Representative (RR) in New Jersey and Texas. Ryan has several licenses including Series 3, 6, 7, 31, and SIE, and has passed the Uniform Combined State Law Examination and the Uniform Securities Agent State Law Examination. Ryan is experienced in offering a variety of investment products and services to both individual and institutional clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SUMMIT NJ)
NY
03/29/2016 - 09/05/2019
FORESIDE FUND SERVICES, LLC (New York NY)
NY
04/17/2013 - 01/21/2016
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
NY
10/26/2012 - 03/25/2013
HRC FUND ASSOCIATES, LLC (NEW YORK NY)
BOTH
Issued 10/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2016
Series 3 - National Commodity Futures Examination
BC
Issued 07/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 10/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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