Unclaimed
Ryan Parrott is a financial advisor with over 20 years of experience in the industry. Ryan has been with Valmark Advisers, Inc. since 2011. Ryan is registered to provide investment advice in 13 states, including Arizona, California, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, Nebraska, New Mexico, Ohio, Pennsylvania, and Texas. Ryan specializes in providing financial advice to individuals, families, businesses, and retirement plans.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
1
2
MI
10/27/2011 - Present
Valmark Advisers, Inc. (MASON MI)
MI
10/01/2001 - 11/01/2011
SECURIAN FINANCIAL SERVICES, INC. (MASON MI)
MI
02/15/2001 - 09/28/2001
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
BOTH
Issued 03/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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