Unclaimed
Ryan Zarras is a financial advisor in Southampton, New York. Ryan Zarras is a registered representative of Fidelity Personal And Workplace Advisors. Ryan Zarras has been in the financial services industry since 2016 and is registered to offer securities and investment advice in 53 states and the District of Columbia. Ryan Zarras is also registered as an Investment Advisor Representative in New York. Ryan Zarras specializes in retirement planning, college savings, and estate planning. Ryan Zarras has a strong commitment to providing personalized financial advice to help 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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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2
NY
05/23/2022 - Present
Fidelity Personal AND Workplace Advisors (SOUTHAMPTON NY)
NY
02/10/2022 - 03/20/2022
J.P. MORGAN SECURITIES LLC (Sag Harbor NY)
AZ
07/05/2016 - 04/30/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 11/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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