Unclaimed
Sean David Ryan is a financial advisor with over 25 years of experience in the industry. Sean is currently affiliated with Equitable Advisors, LLC, and specializes in a variety of services including financial planning, portfolio management for individuals and businesses, and pension consulting. Previously, Sean worked with Pruco Securities, LLC., Nationwide Securities, LLC, and 1717 Capital Management Company. Sean has a strong track record of success in helping clients achieve their financial goals, and is committed to providing personalized advice and guidance to meet each client's unique needs.
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.
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.
1
2
FL
04/04/2023 - Present
Equitable Advisors, LLC (DAYTONA BEACH FL)
FL
01/04/2018 - 04/12/2023
PRUCO SECURITIES, LLC. (Daytona Beach FL)
FL
08/01/2008 - 01/05/2018
NATIONWIDE SECURITIES, LLC (Deland FL)
FL
06/19/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (DELAND FL)
FL
02/10/1998 - 08/29/2007
NATIONWIDE SECURITIES, INC. (DELAND FL)
BC
Issued 06/08/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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