Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Ryan is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Cumming, GA. Thomas has been in the industry for over 18 years. He is licensed to provide investment advice in 12 states, including Georgia, Florida, California and Massachusetts. Thomas is also a Certified Financial Planner. He offers a wide range of services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisers. He is also a registered representative for Raymond James Financial Services, Inc. in Georgia. Thomas previously worked for SunTrust Investment Services, Inc. in Atlanta, GA and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cumming, GA. He also worked for Morgan Stanley DW Inc. in Purchase, NY.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
09/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (Cumming GA)
GA
10/02/2008 - 09/24/2019
SUNTRUST INVESTMENT SERVICES, INC. (CUMMING GA)
GA
07/14/2006 - 09/23/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CUMMING GA)
NY
08/17/2005 - 06/01/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Ryan is the right advisor for you? Invested Better is here to help.
