Unclaimed
Viveka Marianne Ryn is an investment advisor representative at Aegis Wealth. Viveka is registered with the state of Maryland and Texas. Viveka Marianne Ryn has been in the industry since February 2005. Aegis Wealth is based in Bethesda, Maryland and offers financial planning services for individuals and businesses. Aegis Wealth has a total of 6 investment advisor representatives. The firm manages over $698,775,893 in assets.
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.
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.
Portfolio monitoring & 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.
% of assets under consultation
1
2
MD
03/02/2005 - Present
Aegis Wealth (BETHESDA MD)
IA
Issued 10/23/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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