Unclaimed
Shawn Patrick Ryan is a financial professional with over 25 years of experience in the industry. Shawn is currently registered with Thrivent Investment Management Inc. as a Registered Representative and Investment Advisor Representative. Shawn is licensed to provide investment advisory services in several states including Oregon, Oklahoma, Texas, and the District of Columbia. Prior to joining Thrivent Investment Management Inc., Shawn was registered with Foresters Equity Services, Inc. in California. Shawn has a wide range of experience and specializes in providing financial planning services and managing investment portfolios for individuals.
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.
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
OR
11/30/2018 - Present
Thrivent Investment Management Inc. (SALEM OR)
CA
04/10/1997 - 04/28/1997
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 02/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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