Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam George Ryan is a financial advisor with LPL Financial LLC. William has been in the financial services industry since June 1996 and has a strong track record of helping clients reach their financial goals. William has a deep understanding of the investment markets and provides personalized advice to clients based on their individual needs. He is committed to providing his clients with the highest level of service and professionalism. William specializes in helping clients with retirement planning, college savings, and estate planning. He holds the Series 6, Series 63, and SIE licenses and is registered to provide investment advice in 14 states. William previously worked at Independent Financial Group, LLC and Transamerica Financial Advisors, Inc.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
09/03/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
07/20/2009 - 09/03/2024
INDEPENDENT FINANCIAL GROUP, LLC (LAGUNA NIGUEL CA)
CA
06/19/1996 - 07/21/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (ALISO VIEJO CA)
BC
Issued 06/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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